SIMPLEPATH RETIREMENT, LLC
PALM HARBOR, FLORIDA

Welcome to SimplePath Retirement, LLC, your homegrown financial services firm nestled in Palm Harbor, Florida. Since its inception on February 10, 2015, we've been dedicated to guiding individuals through the retirement planning maze with a personalized touch. We believe that everyone has unique needs when it comes to retirement planning, and our aim is to tailor strategies using diverse investment and insurance products to meet those specific goals. Whether you're contemplating stepping back from your current job, establishing fresh plans, or basking in your well-earned leisure years, we've got your back. Our offerings cover a spectrum of financial lifestyle planning and strategic exit options like retirement plan rollovers, efficient income management, and thoughtful legacy planning. Under the expert leadership of Celine J Pastore, our Manager since 1989, SimplePath Retirement stands out with over three decades in financial services, from board roles to championing community economic development. We take pride in being part of esteemed professional networks like the Financial Planning Association (FPA) and Society of Financial Service Professionals (SFSP), which highlight our commitment to continuous education and fostering cross-industry collaboration. Our engagement with groups such as the Economic Development Corporation for Sarasota County underscores our mission to boost local communities while adhering to transparent and compliant business practices in Florida. Visit simplepathretirement.com to dive deeper into your retirement strategy needs-and let us help you build a financial future that inspires confidence.