What Does Your Pathway to Retire Look Like?

Prepare Now for A Tax Efficient Protected Retirement Income.

The guidance, tools and service necessary to control your financial situation, and prepare yourself for retirement.

Ask Us How Pathway To Retire Can Help With....

Building Tax-Efficient Protected Retirement Income

Our tax strategies are tailored to your specific financial situation, goals, and risk tolerance, so you can confidently enjoy your retirement years.

Save More for Retirement

Save More for Retirement?

Are you concerned about saving enough for retirement? At Pathway To Retire, we understand the importance of securing your financial future, and we offer specialized solutions designed to help you save more effectively.

Protect Your Retirement

Our team understands that life is full of uncertainties, and protecting your retirement nest egg is paramount. We offer a range of comprehensive strategies tailored to your unique needs, from insurance solutions that cover unexpected health expenses to plans that shield your investments from market volatility.

Business Succession Planning

Exiting a Business

Business succession planning is not just about the future—it's about safeguarding the present. Let us assist you in creating a solid plan that protects the longevity and prosperity of your business. Contact Pathway To Retire today to start crafting a succession strategy that meets your unique needs and goals.

401(k) Rollovers

When you change jobs, retire, or turn Age 59 1/2, your 401(k) doesn't have to stay locked away. Rolling over your 401(k) into an Individual Retirement Account (IRA) gives you more choices, flexibility, and control over your investments. You can consolidate your retirement accounts, streamline your financial strategy, and explore a wider range of investment options tailored to your goals.

Giving - Maximize Your Legacy

Giving... Your Legacy

Your legacy is more than just financial assets – it's a reflection of your values, your hard work, and your dreams for the future. At Pathway To Retire, we're committed to helping you create a lasting impact by maximizing the value of your estate for your beneficiaries.

Long-Term Care Solutions

Long-Term Care

We offer several LTC solutions including individual plans, asset-based long-term care, and life-insurance-based long-term care. We will work with you to find the best plan for your LTC needs.

Fixed Indexed Annuities

Retirement Income With Annuities

Are you in or near retirement? One of the most common fears for retirees and those planning for retirement is outliving their money. Learn how annuities can help generate a steady stream of income or increase your current savings. They can also help you leave a legacy and provide income for your heirs.

Life Insurance

Life Insurance may be a Solution to Consider

Whether your need is life insurance for income replacement, retirement supplement or estate planning… disability insurance… or long-term care, we’re ready to find the right solution for you.

Dissability Income

Don't leave your income vulnerable to unexpected events. Let us help you explore disability income insurance solutions that provide peace of mind and financial stability. Contact Pathway To Retire today to learn how we can protect your most valuable asset – your ability to earn a living.

Healthcare Benefits

Healthcare Solutions

Our healthcare solutions encompass a range of options, including health, dental, and vision coverage. Whether you're an individual, a family, or a business owner looking to provide benefits to your employees, we have tailored plans to meet your unique needs.

Medicare Simplified

At Pathway To Retire, we recognize the intricacies and challenges of navigating Medicare and healthcare choices in retirement. Our goal is to streamline this process, making it more manageable for you. In just a brief 10-minute conversation, we can usually cut through the confusion and assist you in reaching a decision that not only makes sense but also ensures your comfort and confidence.

FREE No-Obligation Advisor Consultation

a FREE no obligation consultation to review your current plan and come up with ideas together that will work for your lifestyle and goals that are realistic and attainable. When you decide to become a client, our team will help make the transition as smooth and easy as possible. Together we can make your financial dreams possible.

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Disclosure

Pathway To Retire LLC is licensed as an Insurance Agency in the State of Florida.

Dean Statler is a licensed Life, Health, and Annuity agent in Florida (License Number: P069240) and is Transitioning his registration as an Investment Advisor Representative by the State of Florida.

Investment advisory services are provided through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Pathway To Retire LLC (PTR) operate independently. For a full description of investment risks, fees, and services, please review the Virtue Capital Management firm brochure (ADV Part 2A), available from your Investment Advisor Representative or by contacting Virtue Capital Management. This information is not intended as tax or legal advice and should not be used as such. You are encouraged to seek tax or legal advice from an independent professional. The content on this website is for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and investment strategies involve risks, including the potential loss of principal. There is no guarantee that any investment strategy will achieve its objectives.

Insurance companies are evaluated based on their financial strength by external rating agencies. These ratings are subject to change, so consumers should verify them diligently. Not all established insurance companies have an "A" rating.

PTR is not affiliated with or endorsed by the Social Security Administration, Centers for Medicare & Medicaid Services (CMS), or any other government agency. Any comments regarding safe and secure investments and guaranteed or protected income streams refer only to fixed insurance products, not securities or investment advisory products. Fixed Insurance and Annuity product guarantees depend on the issuing company's claims-paying ability and are not offered by VCM.

Insurance and annuity products are not sold through Virtue Capital Management, LLC (VCM), and VCM does not endorse or guarantee any annuity or insurance product's performance. Indexed or fixed annuities are not intended for short-term investments and may be subject to caps, restrictions, fees, and surrender charges as specified in the annuity contract. Any guarantees mentioned are supported by the issuing insurance company's financial strength and claims-paying ability.

Fiduciary duty applies solely to investment advisory advice and does not extend to other activities, such as insurance or broker-dealer services. Advisory clients are charged a monthly fee for assets under management, while insurance products pay a commission, potentially creating a conflict of interest regarding compensation. Clients are not obligated to purchase products on a commissionable basis through the IAR. Additionally, the IAR may receive other compensation, such as fixed or variable life trails. The potential for commissions and other compensation when the IAR acts as an insurance agent may incentivize the IAR to recommend insurance products based on the compensation received.

The S&P 500 index is a broad-based, unmanaged leading indicator of U.S. equities, meant to reflect the risk/return characteristics of the large-cap universe or the equity market in general. This index does not account for fee deductions and is not available for direct investment. Exposure to an asset class represented by an index is accessible through investable instruments based on that index.

All communication with PTR may be recorded for compliance purposes. Opt out of phone, SMS, and email communication anytime by replying or sending notice to info@PathwayToRetire.com.

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