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How We Help

At RetirePath, we help guide clients on the right financial path as they transition into retirement. We’re here to help you understand your many financial choices so you can worry less about your finances and focus more on enjoying your retirement years. We can answer questions you may have, such as:

  • Can I afford to retire?
  • When can I retire?
  • How do taxes work in retirement?
  • How much do I have to save to be able to afford my lifestyle in retirement?
  • How does Medicare and Social Security work?
  • My spouse passed away. What should I be doing to manage my finances?
  • How can I leave a lasting legacy for my family while still enjoying my own retirement to the fullest?
  • What would happen if I were to become sick or disabled and couldn’t work? 
  • What insurance needs do I have?

We’re here to build a plan with you, give you peace-of-mind in retirement, and serve in your best interest. Contact us today to get started.

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Our Clients

We love working with clients approaching or in retirement because this is such an important milestone in life. With today’s extended life expectancies, many of our clients spend 20 or even 30 years in retirement. We help them live their retirement with purpose, drive, and passion. 

Our best clients share similar values as us. We work best with clients who are:

Coachable

We always serve in the best interests of our clients and it’s important that we work with people who are able to listen to our guidance. We educate our clients on all their financial options and coach them down the right path. 

Relationship-Focused

We build long-term relationships with our clients that often span for generations. This personal approach is unique and allows us to really get to know our clients and their goals.

Trusting

We work well with clients that trust our advice and know that we truly care about their success. We want you to worry less about your finances and focus more on living out the retirement of your dreams.