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Our independence fortifies your dreams

As independent financial advisors, we believe in helping our clients achieve financial independence throughout retirement. We believe dreams come true and are here to help make your vision a reality.

Our independence fortifies your dreams

Features

Retirement Income Planning

Plan for a secure retirement with personalized income strategies that maximize your savings and ensure financial stability throughout your retirement years. Start planning today.

Social Security Planning

Maximize your Social Security benefits with expert planning tailored to your needs. Ensure a stable and well-structured income for a comfortable retirement.

Estate Planning

Protect your legacy with comprehensive estate planning. Ensure your assets are managed and distributed according to your wishes, securing your family's financial future.

Insurance Services

Safeguard your future with tailored insurance solutions. From life to health and long-term care, we provide coverage options that protect your financial well-being.

Our Story

Dale and Mark firmly believe retiring shouldn’t be complicated or intimidating. Their simplified approach to retirement planning is designed to make your dreams more attainable with streamlined tools and strategies that are easy to understand and implement. At RetirePath, our focus is on serving our clients, and we wholeheartedly believe that teamwork is the path to success.

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OUR INDEPENDENCE FUELS YOUR INDEPENDENCE

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Mark initially studied pre-law, but a chance to intern at a large financial firm changed the course of his life. Years later, he and Dale developed a professional relationship, referring clients to each other for their different specialties. Eventually, they realized that combining their strengths under one roof and working as a team could provide even greater value to their clients. That’s when they founded their business, RetirePath, with the shared goal of helping others achieve their financial dreams.

Dale has always had a solid work ethic and a heart for building relationships with people. Having been raised in an entrepreneurial family, married for thirty years and raising four children with his wife, Amanda, he is committed to building lasting relationships. After a number of years climbing the corporate ladder, Dale was introduced to financial planning through a friend in the industry. The more involved he got with clients, the more he realized he had finally found his calling in helping others.

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Taking a holistic approach, our team works together to craft personalized plans tailored to your unique lifestyle. We understand that everyone’s journey is different, and we want to help you achieve the financial independence you desire. With our simplified approach to retirement income planning, we aim to make achieving your dream attainable so you can focus on enjoying your retirement to the fullest.

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Our simplified and holistic approach means predictable, secure outcomes and tax efficiency for you, the client. We want to get to know you so that together, we can design and implement the plan that brings you closer to your dream in retirement.

Living your dreams through thoughtful, holistic planning

RetirePath

501-904-5858 | info@retirepath.net

11300 N. Rodney Parham Ste. 120

Little Rock, AR 72212

Privacy Policy

Disclaimer

Advisory services are offered through RetirePath Wealth, LLC, an Investment Advisor in the State of Arkansas. Insurance products and other services are offered through The RetirePath Agency, Inc. and/or RetirePath Property and Casualty, LLC, affiliated companies. All content is for informational purposes only, it is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future based performance or indication of future results. Purchases are subject to suitability, which requires a complete review of investor’s objectives, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. RetirePath Wealth, LLC, The RetirePath Agency, Inc., and RetirePath Property and Casualty, LLC are not affiliated with or endorsed by Social Security Administration or any government agency. It is important that you do not use email to request, authorize or effect the purchase or sale of any security, to send fund transfer instructions, or to effect any other transactions. Any such request, orders, or instructions that you send will not be accepted and will not be processed. The text of this communication is confidential, and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Recipients should be aware that all emails exchanged with the sender are automatically archived and may be accessed at any time by duly authorized persons and may be produced to other parties, including public authorities, in compliance with applicable laws.

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