As independent insurance and financial services agents, we at RetirePath Property and Casualty, LLC believe in helping our clients achieve financial independence and insurance savings throughout their lifetime and into retirement. We are here to make your vision a reality. 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 while maximizing your insurance coverages and savings. Everyone we help with their Home, Auto, & Business Insurance Policies, are entitled to a complimentary Written Retirement Income Plan. 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, and legacy and lifestyle preservation. We offer Insurance Services for any property and casualty risk for both personal and commercial lines, as well as Whole Life, Term Life, Annuities (Fixed Index), Index Universal Life, Long Term Care, Disability Insurance, & Final Expense insurance. Our ancillary services include Medicare Preparation and filing, Estate Planning, Precious Metals Purchases (Gold/Silver), Social Security Filing and Maximization Reports, and Tax Filing and Preparation.
States Served
New York, Pennsylvania, Connecticut, Maryland, New Mexico, Nevada, Montana, Georgia, Iowa, Oklahoma, Nebraska, Massachusetts, Arizona, Tennessee, Maine, Delaware, Oregon, Mississippi, South Dakota, Texas, Kentucky, South Carolina, Kansas, Indiana, Wyoming, Virginia, Minnesota, North Dakota, Illinois, Alabama, District of Columbia, Utah, Louisiana, Arkansas, Washington, Missouri, Ohio, Rhode Island, Wisconsin, North Carolina, West Virginia, Vermont, Colorado, Idaho, Florida, California, Michigan, New Jersey, New Hampshire
Personal Insurance
ATV
Automobile
Boat
Builders Risk/Home Construction
Collectible Auto
Condo
Earthquake
Farm
Flood
Health
Home
Identity Fraud
Landlord
Mobile Home
Motorcycle
Other
Personal Watercraft
Pet
RV
Renters
Short-Term/Sharing
Snowmobile
Special Event
Trailer
Umbrella
Vacant Land
Valuable Items
Commercial Insurance
Accident & Health
Bonds
Builders Risk
Business Owners / Package
Business Vehicle
Contractors Equipment
Cyber Liability
Directors & Officers
Employment Practices Liability
Errors and Omissions
General Liability
Inland Marine
Other
Professional Liability
Property
Umbrella/Excess
Workers Compensation
Industries
Accommodation and Food Services
Administrative and Support and Waste Management and Remediation Services