Most people think saving for retirement is enough… but that’s only half the story. 😬 Here are the 5 real financial risks that could silently drain your savings and threaten your retirement dreams — and how Wisepath Financial helps you prepare for each: Living Longer Than Expected (Longevity Risk) – Outliving your income is one of the biggest threats. Rising Inflation – Your money buys less every year — don’t let it erode your lifestyle. Market Downturns – A bad market early in retirement can wreck your nest egg. Surviving Dependents – Make sure your spouse or loved ones aren’t left struggling. Tax Increases – Future taxes could take a big bite out of your income. 🎯 Plan smarter. Retire stronger. 👉 Schedule your complimentary retirement consultation with Wisepath Financial Group today. 📍 Learn more: wisepathfinancialgroup
Wisepath Financial Group
Financial Services
Greensboro, North Carolina 1,325 followers
Our Goal is Your Success
About us
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.
- Website
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http://www.WisepathGroup.com
External link for Wisepath Financial Group
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Greensboro, North Carolina
- Type
- Privately Held
- Founded
- 2017
Locations
Employees at Wisepath Financial Group
Updates
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What’s the greatest gift you can give your family? It’s not money — it’s clarity, protection, and peace of mind. Estate planning isn’t just for the wealthy. It’s for anyone who wants to make sure their wishes are honored and their loved ones are protected. Through wills, trusts, and clear instructions, you can safeguard your legacy, reduce family stress, and ensure your assets are handled exactly the way you intend. At Wisepath Financial Group, we help you outline your wishes, organize your estate, and create a plan that communicates your values — not just your valuables. Don’t wait until it’s too late. Start your legacy today. 💼 Schedule your consultation: https://lnkd.in/eg8hTFAm #WisepathFinancial #EstatePlanning #LegacyPlanning #FamilyFinance #WillsAndTrusts #FinancialWellness #PeaceOfMind #WealthManagement
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Retirement has changed — and so should your strategy. From disappearing pensions and rising taxes to longer lifespans and higher healthcare costs, today’s retirees face an entirely new set of challenges. The traditional “three-legged stool” of pensions, Social Security, and savings just isn’t enough anymore. At Wisepath Financial Group, we help you rewrite your retirement story with comprehensive financial strategies — including income planning, trust funding, tax-efficient withdrawals, and long-term care protection — so you can enjoy peace of mind and financial confidence throughout your next chapter. Don’t let outdated retirement advice guide your future. 💼 Schedule your consultation today: https://lnkd.in/eg8hTFAm #WisepathFinancial #RetirementPlanning #FinancialFreedom #ModernRetirement #WealthManagement #EstatePlanning #FinancialAdvisor #LongTermCare #RetirementIncome
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You’ve worked hard to plan for retirement — but what comes after? At Wisepath Financial, we go beyond basic retirement planning to help you protect your legacy, your assets, and your loved ones. 🌟 From trust funding that ensures your estate plan works exactly as intended, to Beneficiary Liquidity Plans® that give your family immediate access to funds when they need them most, our comprehensive approach covers every financial detail. We also provide long-term care solutions to protect your independence and preserve your savings — because true peace of mind means knowing your future is secure, no matter what happens. Partner with Wisepath Financial and take the next step toward lifelong financial confidence. 💼 Schedule your consultation today: https://lnkd.in/eg8hTFAm #WisepathFinancial #RetirementPlanning #EstatePlanning #TrustFunding #FinancialSecurity #LegacyPlanning #WealthManagement
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You’re planning for retirement… but have you planned for what happens if you need long-term care? 🏥 The truth is, most Americans will need some form of care later in life — whether that’s help at home, assisted living, or nursing care. And the cost? It can exceed $100,000 per year, depending on where you live. At Wisepath Financial, we help you plan ahead — protecting your savings, your independence, and your family’s peace of mind. Our customized long-term care strategies and insurance solutions ensure you get the care you need without draining your retirement funds. Don’t wait until it’s too late to prepare for the unexpected. Take control of your future today. 💼 Schedule your consultation: https://lnkd.in/eg8hTFAm #WisepathFinancial #LongTermCare #RetirementPlanning #FinancialSecurity #WealthProtection #AgingGracefully #FinancialAdvisor
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You’ve worked your whole life saving for retirement — but what happens when the paychecks stop? At Wisepath Financial, we help you plan not just how to retire, but how to stay retired. 🏔️ Think of it like climbing a mountain — reaching the top is the saving part, but getting down safely is all about your withdrawal strategy. Without one, you risk outliving your savings, facing market downturns, or losing financial independence. Our experts help you create a flexible income plan that accounts for inflation, healthcare costs, and life expectancy — so your retirement lasts as long as you do. Don’t let uncertainty derail your dreams. Start planning your descent today with Wisepath Financial. 💼 Schedule your consultation: https://lnkd.in/eg8hTFAm #WisepathFinancial #RetirementPlanning #FinancialFreedom #WealthManagement #RetireSmart #Annuities #RetirementIncome
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Most people think estate planning is only for the wealthy — but that couldn’t be further from the truth. Without a clear plan, your family could face months in probate court, unnecessary taxes, and painful delays — all while grieving your loss. 💔 An estate plan ensures your wishes are honored, your loved ones are protected, and your assets pass smoothly to the right people, at the right time. At Wisepath Financial, we help families design customized wills and trusts that safeguard your legacy, protect children or dependents, and reduce stress for those you care about most. It’s never too early to plan — but waiting could be too late. 💼 Start your estate planning journey today: https://lnkd.in/eg8hTFAm #WisepathFinancial #EstatePlanning #WillsAndTrusts #FinancialSecurity #LegacyPlanning #FamilyFinance #AvoidProbate
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Did you know that 70% of families lose their wealth by the second generation? The reason isn’t bad investments — it’s bad communication. At Wisepath Financial, we help families protect their wealth and legacy through open, strategic conversations about money, values, and goals. 💬 Generational estate planning is more than transferring assets — it’s about aligning family members across generations so everyone understands the “why” behind the plan. When communication breaks down, misunderstandings can lead to conflict, confusion, and loss. Our experts guide families through creating long-term estate strategies that preserve harmony and wealth for decades to come. Start the conversation today — your family’s future depends on it. 💼 Learn more or schedule a consultation: https://lnkd.in/eg8hTFAm #WisepathFinancial #EstatePlanning #GenerationalWealth #FamilyFinance #LegacyPlanning #FinancialEducation #WealthPreservation
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Most families don’t realize how expensive loss can be — until it happens. 💔 Funeral costs, legal fees, and unpaid bills can add up to more than $12,000, often before estate funds are even released. That’s why Wisepath Financial created the Beneficiary Liquidity Plan (BLP) — a financial solution that gives your loved ones immediate access to cash within 24–48 hours after your passing. No waiting for a death certificate. No loans. No financial chaos. Just fast, reliable funds to cover urgent expenses — when your family needs them most. Protect your loved ones from the hidden costs of loss and ensure your estate plan truly works when it matters most. 💼 Learn more or request a consultation: https://lnkd.in/eg8hTFAm #WisepathFinancial #EstatePlanning #FinancialSecurity #BLP #FamilyFinance #WealthProtection #LegacyPlanning
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Estate planning isn’t just about money — it’s about love, protection, and peace of mind. 🕊️ At Wisepath Financial, we help families ensure their wishes are honored and their loved ones are cared for when they no longer can be. In this short video, discover how a simple estate plan can: ✅ Protect your family from financial stress ✅ Ensure your values and priorities are carried forward ✅ Simplify the legal process and avoid unnecessary costs ✅ Create a meaningful legacy that lasts for generations Your estate plan is the greatest gift you can leave behind — clarity, security, and peace for those you love most. 💼 Start your estate planning journey today: https://lnkd.in/eg8hTFAm #WisepathFinancial #EstatePlanning #LegacyPlanning #FinancialWellness #WillsAndTrusts