
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.

OUR INDEPENDENCE FUELS YOUR INDEPENDENCE

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.

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