Trusted Financial Planning Guidance Through Alix & Wisepath Group
Simplified Financial Planning
Alix has partnered with Wisepath Group to connect you with professional, straightforward financial planning solutions.
At Wisepath Group, we make a commitment to each and every one of our clients. Our promise is to be here, now and in the future, to help meet your needs and deliver the service and the benefits you expect.
Why Wisepath Group?
Simple & Transparent
No complicated paperwork or hidden costs.
Comprehensive Support
Financial planning that helps you achieve your goals.
Convenient & Affordable
Plan from the comfort of your home.
Services
- Long-Term Care Planning – Customized LTC strategies to protect assets and plan for care.
- Trust Funding – Ensuring assets are correctly aligned with estate plans.
- Estate Planning – Full-service planning for asset protection, wealth transfer, and tax efficiency.
- Retirement Income Planning – Structured income strategies for financial security in retirement.
- Medicaid Planning – Asset protection strategies while maintaining Medicaid eligibility.
- Social Security & Medicare Optimization – Maximizing benefits through Advisor software based on health and eligibility.
Get Started Today
Alix has already done the work of finding a trusted financial planning solution for you. Now, taking the next step is easy:
What to Expect in Your Consultation
- A friendly, no-pressure conversation about your financial goals.
- Clear answers to your questions.
- Customized financial strategies that enhance value, maximize earnings, lower expenses, and minimize tax exposure.
Planning for retirement doesn’t have to be overwhelming. Let’s make it easy.
Ready to take the next step?