Many individuals across the United States have a lifetime to plan for retirement. It's essential that your retirement income is designed to last, ensuring financial assistance for potential long-term care needs and leaving a substantial legacy for the generations to come.
That's why we structure financial strategies to make your retirement stress-free. Most retirement strategies only focus on accumulating as much money as possible until retirement, not accounting for inflation and how much retirees need to spend for a comfortable life with or without long-term care. We use a different approach by making sure you could potentially increase your retirement income with the some guarantees, without any more out of pocket now. Instead of having to catch up, we want you to enjoy a smooth retirement without worrying about the money.
We work closely with Elder and Estate Law Firms to help them protect client assets without necessarily triggering a taxable event or causing other legal complications.
Wisepath Financial Group is authorized to conduct life insurance and securities business in NC and may be licensed in other states. Financial Professionals cannot conduct life insurance or securities business in states in which they are not licensed. Registered representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Wisepath Financial Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor. This communication is not a recommendation or endorsement of any product, service, security or issuer. Third party posts do not reflect the views of Wisepath Financial Group and have not been reviewed for completeness and accuracy. For additional information, refer to the following consumer websites: FINRA.org, SIPC.org.
Company Details
- Employees
- 11
- Founded
- -
- Address
- 806 Green Valley Rd,
- Phone
- +1-844-947-3728
- in****@****oup.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- wisepathgroup.com
- Keywords
- Greensboro.
- HQ
- Greensboro, North Carolina
Wisepath Financial Group Questions
Wisepath Financial Group's helpline number is +1-844-947-3728
Wisepath Financial Group's website is wisepathgroup.com
Wisepath Financial Group's LinkedIn profile is https://www.linkedin.com/company/wisepathfinancial
Wisepath Financial Group has
11 employees.
View email and phone details for 11
employees at Wisepath Financial Group.
Wisepath Financial Group's industry is
Financial Services
Wisepath Financial Group's top competitors are
Corporate Facts, Inc.,
Retire Smart Llc,
Estate Mentors,
Q3 Advisors,
Edward Jones,
Prudential Financial,
Empower,
Charles Schwab,
Afe Private Wealth,
Amc Wealth.
Wisepath Financial Group's support email address is info@wisepathgroup.com
Wisepath Financial Group's categories are Financial Services
Wisepath Financial Group's founding year is 2017
