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Our Mission

Our Mission

To help good people live extraordinary lives with purpose and dignity.

Who We Serve

SimplePath Retirement is a boutique retirement planning, insurance, and wealth management firm based in Palm Harbor, Florida.
We serve individuals and families who value clarity, thoughtful strategy, and long-term relationships.

Why We Do What We Do

Benefits & Perks

Let’s Have Fun!
Team lunches, team-building events off-site, such as amusement parks, bowling, escape rooms, and more. First-class annual team holiday dinner and entertainment.

Annual Incentive Trip
Company hits our goals, let’s travel together to someplace fun!

Paid Time Off
Three weeks of paid time off after one year
Four weeks of paid time off after two years

Dress to Impress
Quarterly clothing allowance to ensure our team always looks and feels their best 

Retirement & Financial Planning
We offer Traditional and Roth 401(k) with a company contribution of 3% regardless of team member contributions. We can also assist in setting up and investing in a Traditional IRA or Roth IRA. We know a lot about money. It’s what we do!

Health & Wellness
We offer our team group health insurance plan with through Aetna, with up to four plans to choose from, including a Health Savings Account (HSA) option with company HSA contribution. It’s the same health plans that Celine and her family utilize. Oh, and did I mention that we pay 100% of the cost with an additional contribution towards your dependents? We understand the importance of family!

Smile!
We also offer fully paid Dental and Vision plans, also with a contribution for dependents. Your benefits also include a fully paid life insurance plan, short-term and long-term disability plan. There are also multiple ancillary health benefits, legal services, pet wellness programs, and additional discount plans available.

Everyday Perks
We got you covered. We offer complimentary coffee, tea, soda, water, juice, or specialty drinks. And plenty of snacks too. 

Community Impact
We support local and national charities and community causes, with paid time to volunteer.

Growth & Development
Mentorship is part of the deal. We want to help you grow as an individual, not just as a team member. There are numerous opportunities to learn from the best, as well as to increase your skills and credentials.

Ready to Build Something Meaningful?

If our mission, values, and culture resonate with you, we’d love to connect.

👉 Explore Open Positions