Schedule A Consultation Today 

It’s your retirement, you should have control over it. We offer our experience, and knowledge to help you design a custom strategy for financial independence and guide you on a path towards a Stress-Free retirement. Contact us today to schedule an introductory meeting!

CONTACT US

  • 1555 Indian River Blvd. Suite 130 A, Vero Beach, FL 32960
  • info@pathwaytoretire.com 
  • (321) 343-6100

Want to learn more?

Check out these articles below

Why Fixed- Indexed Annuities? A Closer Look at Protecting Retirement Income

One of the most critical things in retirement is not having enough income to last one’s lifetime. An annuity can help you by protecting retirement income. Retirees need a reliable source of income that protects them from the complex issues of unpredictable market-creating havoc in their retirement portfolio. For this reason, fixed-indexed annuities are becoming

Read More

Catch-Up Contributions

A recent survey found that 28% of workers are very confident about having enough money to live comfortably through their A recent survey found that 28% of workers are very confident about having enough money to live comfortably through their retirement years. At the same time, 27% are not confident. In 2001 congress passed a

Read More

Systematic Withdrawals in Retirement

Many of us grew up with the concept that making regular, periodic contributions to our retirement account was a sound investment strategy. The idea was that, in a fluctuating market, regularly investing a set amount would enable an individual to buy more shares when prices were low and fewer shares when prices were high. Does

Read More

Budget Check Up: Tax Time Is the Right Time

Every year, about 150 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements; and relying on computer software to take advantage of every tax break the code permits. It seems a shame not to make

Read More