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
fuels
Your Independence
Dale E. Colclasure, Jr.
CFP, RIA
President of Wealth Management
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.
he more involved he got with clients, the more he realized he had finally found his calling in helping others.
Mark A. Smalling
President of Insurance Services
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.
t RetirePath, our focus is on serving our clients, and we wholeheartedly believe that teamwork is the path to success.
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.
Living Your Dreams THrough
Thoughtful,
holistic
Planning
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.
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.
Building Dreams
Through
independence.
As a comprehensive and independent firm, we provide our clients with personalized strategies to help them achieve their vision of success. We work closely with our clients, taking the time to understand their specific needs while taking the mystery out of Medicare, Social Security maximization, tax minimization, alternative investment strategies, legacy and lifestyle preservation.
How Can Our Team
Make Your
dream
Work?
