We believe that each person is innately valuable and worthy of the utmost respect and honor. We believe that relationships and business are meant to go together. We put people first and then money second is a priority statement within our Pathway to Retire team. It is this statement that places people and relationships ahead of financial matters.
We believe that integrity and truth matter. We believe we must conduct our business in a way that puts suitability, and ethical practices as a center stone in our daily work. It is a matter of us placing a high value on our clients and what their needs are before considering our own.
We believe that communication with our clients, and partners builds and maintains trust and transparency that is necessary for our business relationships to reach their full potential. We believe that our clients deserve a communication style that is frequent, timely, truthful, and relevant.
We believe that good service is practical and exceptional service is necessary for the pursuit of business excellence. We are here to provide you the best possible financial advice and knowledge throughout every stage of your life and help pave the path towards your financial future.
We create custom financial plans that work for your lifestyle. After all, everyone is going through different things in their life, whether it is marriages, children, college, grandchildren, divorce or finally retiring & legacy planning.
We are a passion driven team with a deep understanding of your needs, now and in the future. Providing you with solutions that will fit your financial goals.
At the cornerstone of your business are the four values by which we guide our decisions, shape our culture, and commit to the success of our clients.
Meet Your Financial Advisor
Meet Dean Statler, a seasoned Tax-Efficient Retirement Income Strategist with a passion for empowering individuals to secure their financial futures during their retirement years. With a wealth of experience and expertise in the field, Dean is dedicated to providing comprehensive solutions that optimize retirement income while strategically minimizing tax obligations.
Navigating Retirement Income, Tax Strategies, and Legacy Planning:
Dean's expertise extends beyond Retirement Income and Tax Strategies. He recognizes that planning for the future also involves preserving your legacy and maximizing the impact you leave behind. Dean's holistic approach ensures that his clients' financial goals align with their desire to create a meaningful legacy for their loved ones and causes they hold dear.
What Sets Dean Apart:
Family at the Core:
Dean values family deeply. He's a proud parent to three adult children, Dean Jr., Brooke, and Samuel, who have given him the blessing of seven grandchildren. A strong family foundation drives Dean's commitment to ensuring your financial security and leaving a lasting legacy for your loved ones.
Experience Dean's Dedication:
Connect with Dean Statler today to embark on your journey toward a secure and fulfilling retirement and to maximize your legacy's impact. With Dean as your guide, you'll benefit from his unparalleled knowledge, commitment to client success, and a strategic approach that paves the way for financial freedom and meaningful legacy planning. Take the first step towards a retirement and legacy that reflect your dreams and aspirations by partnering with Dean Statler. Your future awaits – and it's brighter than ever before.
There is no best place to put your retirement money because every individual and couple has unique requirements, tolerances for risks and will need access to their money at different times. This is also why there is no one place to keep your money, which is why each client’s lifestyle must be taken into consideration when coming up with their financial plan. This is where we can be of service.
Disclosure
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. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered by Brookstone Capital Management. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. PTR does not give individual tax advice. All Tax strategies are for educational purposes and should be fully vetted by your trusted tax professional before implementation. All correspondence & communication with PTR may be recorded and archived for compliance purposes. Indexed Insurance Products are illustrated using historical data and may not perform in the future as illustrated. You may opt out of phone, SMS & Email communication at any time by replying and/or sending us proper notice to info@PathwayToRetire.com. Insurance companies are rated on their financial strength by outside rating companies. These ratings are published and are subject to change. Not all established insurance companies are "A" Rated.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Contact
1555 Indian River Blvd.
Suite 130-A
Vero Beach, FL 32960
(321) 343-6100..
info@pathwaytoretire.com
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