Watch this short video to see how taxes can quietly reduce your retirement income
—and what to do about it.
Watch this short video (under 12 minutes)
Takes less than 12 minutes
No cost. No obligation. Just clarity.
Helping pre-retirees reduce taxes and create more predictable retirement income.
This presentation is for informational purposes only. Please review important disclosures below.
By submitting this form, you agree to our Privacy Policy and consent to being contacted regarding retirement planning information.
Pathway To Retire LLC
1555 Indian River Blvd
Suite 130-A
Vero Beach, FL 32960
(321) 343-6100
Dean Statler, Founder
📄 DISCLOSURE & PRIVACY POLICY
🔹 Risk & General Disclosure
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.
Insurance and annuity guarantees are backed by the financial strength and claims-paying ability of the issuing company.
This material is for informational and educational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; however, no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information.
This information is not intended to be a substitute for specific individualized tax or legal advice. You are encouraged to discuss your specific situation with a qualified tax, legal, or financial professional before making any decisions.
For illustrative purposes only.
Licensed Insurance Professional. Insurance products and annuities can play a role in a well-structured retirement income plan.
Investment advisory services are offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Pathway To Retire LLC are independent of each other.
Insurance products are offered through licensed insurance professionals. Virtue Capital Management does not offer or supervise insurance products.
For a complete description of investment risks, fees, and services, please review the Virtue Capital Management firm brochure (Form ADV Part 2A), available from your Investment Advisor Representative or by contacting VCM.
Dean Statler and/or Pathway To Retire LLC are not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services (CMS), or any other government agency.
🔒 Privacy Policy
Your privacy is important to us. This policy outlines how information is collected, used, and protected.
Information We Collect
We may collect personal information that you voluntarily provide, including:
- Name
- Email address
- Phone number (if provided)
This information is typically collected when you:
- Complete a form
- Schedule an appointment
- Request information
How Your Information Is Used
We use your information to:
- Provide requested information or resources
- Respond to inquiries
- Schedule appointments
- Deliver educational content related to retirement planning
We do not sell, rent, or share your personal information with unaffiliated third parties for marketing purposes.
Email & Communication
By providing your email address, you may receive:
- Educational content
- Follow-up communication
- Appointment-related messages
You may unsubscribe at any time using the link provided in emails.
Data Protection
We implement reasonable administrative, technical, and physical safeguards to protect your personal information.
However, no method of transmission over the Internet is completely secure, and we cannot guarantee absolute security.
Third-Party Services
We may use third-party service providers (such as email platforms, scheduling tools, and website hosting providers) to assist in delivering services. These providers are only given access to information necessary to perform their functions.
Cookies & Tracking
This website may use cookies or similar technologies to:
- Improve user experience
- Analyze website traffic
You may adjust your browser settings to disable cookies if desired.
Your Consent
By using this website, you consent to this Privacy Policy.
Updates to This Policy
This policy may be updated periodically. Changes will be reflected on this page with an updated effective date.
Contact Information
If you have questions regarding this Privacy Policy, you may contact:
Pathway To Retire LLC
1555 Indian River Blvd, Suite 130-A
Vero Beach, FL 32960
Phone: (321) 343-6100