Our Company Mission and Values
Our mission drives us to do everything possible to expand our client’s financial scope, plans, and knowledge. We do that by focused plans built specifically for each client and their lifestyle. We update their plans for whatever happens in their lives and by making sure our clients are put first before anything else. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
People Matter -We believe that each person is innately valuable and worthy of the utmost respect and honor. We believe that relationships and business are meant to go together. We put people first and then money second is a priority statement within our Pathway to Retire team. It is this statement that places people and relationships ahead of financial matters.
Integrity Matters – We believe that integrity and truth matter. We believe we must conduct our business in a way that puts suitability and ethical practices as a center stone in our daily work. It is a matter of us placing a high value on our clients and what their needs are before considering our own.
Communication Matters – We believe that communication with our clients and partners builds and maintains trust and transparency that is necessary for our business relationships to reach their full potential. We believe that our clients deserve a communication style that is frequent, timely, truthful, and relevant.
Service Matters – We believe that good service is practical and exceptional service is necessary for the pursuit of business excellence. We are here to provide you the best possible financial advice and knowledge throughout every stage of your life and help pave the path towards your financial future.
Pathway To Retire
Dean Statler has been in the financial industry for more than 14 years, helping his clients improve their quality of life through his relationships and expertise in the financial field. He is deeply committed to helping families of all ages and backgrounds gain immediate control of their spending, debt, savings, and taxation to build the best retirement for his clients. He specializes in comprehensive asset management, life insurance strategies, investment strategies estate maximization. Dean is available as a guest speaker and presenter explaining how financial products can be used to help meet the needs of his neighbors and area residents.
Plan For Your Future
There is no best place to put your retirement money because every individual and couple has unique requirements, tolerances for risks and will need access to their money at different times. This is also why there is no one place to keep your money, which is why each client’s lifestyle must be taken into consideration when coming up with their financial plan. This is where we can be of service.