Meet the Team!
Dale E. Colclasure Jr., CFP, AIF
President, Registered Investment Advisor, Chief Compliance Officer
Our fearless leader is always ready with a good story and an opinion on where he thinks the market is headed. Dale is the lead advisor for RetirePath and makes sure we stay in compliance with the powers that be. He and his wife, Amanda, have 4 kids, 3 grandkids, and a myriad of animals to keep them busy!
Pet Insurance
Your pet’s health is important to you and you do everything to keep them safe, but accidents and illnesses happen. That’s where Spot Pet Insurance can help. Click here to find out more!
Identity Theft Protection
You do a lot online. Most of us don't want to think about it, but the reality is that your private data and reputation can be stolen with just a few simple keystrokes. Because of that, RetirePath has partnered with LegalShield/ID Shield to protect you from the #1 crime in America.
Rather than leaving security up to chance, you can proactively arm yourself against cybercrimes and reputation hijacking with IDShield's impressive privacy and reputation management consultation.
What we do
Hiring a law firm can be expensive and DIY legal isn't always helpful. LegalShield's Legal Plans give you access to a provider law firm for an affordable monthly fee. With LegalShield you are not alone.
How it works
With our easy to use mobile app, you simply tap the app to contact your provider law firm. They can answer your personal legal questions, review contracts or documents and prepare you Will. You can even receive emergency access 24/7 in the event of a covered emergency situation.
Which plan is right for you
We're excited to offer three new legal plans: Basic, Preferred, and Premium. Each plan is designed to fit different needs and budgets, so you can choose the one that's best for your family.
Ready to Take the Next Step?
If you feel like too much of your hard-earned money goes straight to the IRS instead of your bank account, then we can help. Click the links below to find out which plan is right for you and your family!
MASA
No one should have to worry about transport bills during or after an emergency. Unfortunately, these costly bills have become a normal, expected part of emergency care — even for the insured.
MASA is the simple solution to a complex problem for millions of employees.
MASA eliminates out-of-network exposure by working with 100% of U.S. ambulance providers and extending some benefits worldwide. Members can access compassionate services that address compounding transport issues, and get financial protection from ambulance bills. 94% of employees don’t know that there’s a solution that will cover these circumstances. When they learn there’s a solution like MASA, 30% are likely to pay for it.
Minutes matter in an emergency — remove the worry about transport bills for employees by offering MASA in your benefits program.
Check out the links below to find the right plan for you!