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Clients We Best Serve

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Clients We Best Serve

Wisepath Financial, offers a wide range of financial services for our clients to secure a better and worry-free retirement! When specializing in retirement planning, we focus on protecting and preserving your hard earned retirement nest egg with the right balance of peace of mind strategies to fit your financial objectives.

We understand that every client is unique as to their needs and objectives, but the majority of our clients share many common traits.

  • We serve the conservative, pre-retirees (10-15 years until retirement) and the already retired.

  • Our clients maintain a long term conservative investment philosopy of financial planning and want to defend their investments of any unnecessary risks.

  • Our clients share in the value of low risk & low volatility financial strategies for  higher probabilities of long term success.  They are typically not interested in higher risk short term strategies that may or may not work out.

  • Our clients simply can not afford to go backwards financially, and are interested in downside risk protection strategies.

  • Our clients are not confident in traditional “buy and hold” strategies, and are skeptical of conventional wall street wisdom.

  • Our clients value the creation of steady retirement income streams which    can’t be outlived or run out of in retirement.

  • Our Clients typically are interested in passing on what’s left to love ones  & heirs with maximum advantages & minimum taxation.

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Contact Information

801 International Parkway, 5th Floor
Lake Mary, FL 32746
Tel: (407) 878-7238