About RetirePath Wealth
<p>Founded in 2023, RetirePath Wealth is a registered investment advisor (RIA) headquartered in Little Rock in central Arkansas. The firm has a team of 3 and works with individuals and families who want clear steps for retirement and income planning.</p> <p>RetirePath Wealth helps clients map out retirement income plans, review Social Security claiming options, and coordinate estate planning and insurance needs as part of the overall picture. The firm also supports employer retirement plans through plan design and participant advice.</p> <p>What sets RetirePath Wealth apart is its focus on straightforward planning conversations that tie retirement income decisions to Social Security, estate, and insurance choices, so clients can see how the parts fit together.</p> <ul> <li>Retirement income planning</li> <li>Social Security planning</li> <li>Estate planning coordination</li> <li>Insurance services</li> <li>Plan design and participant advice for workplace plans</li> </ul>
Website: https://retirepath.net/
Founded: 2023
Employees: 3
Office Locations
- Little Rock, AR (Headquarters)
Services Offered
- Plan Design Consulting
- Participant Investment Advice
Team Members
- Dale Colclasure, Founder
- Mark Smalling, Founder