Principal Wealth Advisor
RetirePath
Dale E. Colclasure Jr., a Certified Financial Planner and Accredited Investment Fiduciary, is the chief information officer, chief compliance officer and principal wealth advisor at RetirePath, an Arkansas-registered investment advisory firm. He has spent the last three decades developing successful solutions for the unique needs of the pre-retired and retired community. He works as a retirement income specialist, a fiduciary who focuses on the entirety of needs of those transitioning from the asset accumulation phase to the income creation and distribution phase of investment management. Colclasure, along with his RetirePath co-founder Mark Smalling, has built a holistic financial planning firm that offers guidance and solutions for each step of retirement transition. Colclasure is an industry leader in helping clients create predictable lifetime income, considering the specific tax implications of retirement plan distributions and Social Security claiming strategies, along with tax-free and capital gains taxable streams. Roth conversion options required minimum distribution planning, charitable considerations, Medicare options and filing, long-term care planning, tax preparation and estate preservation strategies are all covered in the “Your RetirePath” process.
