Get in touch
555-555-5555
mymail@mailservice.com
Dean Statler
1555 Indian River Blvd, #130-A
Vero Beach, Florida
Phone: 321-343-6100
Email: info@PathwayToRetire.com
Dean Statler (NPN#8927134) is a licensed Life, Health, and Annuity agent in Florida (License Number: P069240) and Registered Investment Advisor Representative under Virtue Capital Management, (CRD# 7005156) - Investment Adviser (sec.gov). 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.
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.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. 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.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).