Wisepath Financial Group
G. Thomas Horner, MBA, has a rich professional background in the financial sector spanning several decades. Currently serving as a Financial Professional at Wisepath Financial Group since April 2019, G. Thomas Horner previously held the position of Investment Specialist at Ameriprise Financial Services, Inc. from January 1996 to February 2017. Earlier in their career, G. Thomas Horner was Vice President of Account Services at McKinney from 1981 to 1986. G. Thomas Horner earned an MBA from Wake Forest University School of Business between 1977 and 1979, as well as dual Bachelor of Arts degrees from Wake Forest University from 1966 to 1970.
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Wisepath Financial Group
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.