Financial Solutions

While no one strategy is guaranteed to solve all of your financial worries, our array of products and services are just what you need to start working toward your goals.

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Financial
Financial Strategies Services

World Financial Group’s independent agents work with you to create a personalized financial strategy designed to guide you from where you are to where you want to be by utilizing:

  • Financial Needs Analysis
  • Financial Goal Setting
  • Strategies to Pursue Your Goals
Insurance
Insurance Solutions

At our organization, we understand that the circumstances of each individual and family can differ significantly. Our comprehensive insurance solutions are designed to cater to both groups and individuals, providing coverage throughout their lives and safeguarding them against unexpected events. Our services can help you prepare for unforeseen circumstances with a range of options that are tailored to your specific needs. We are committed to delivering the highest level of service and support to our clients. Contact us today to discuss your insurance requirements and find out more about how we can help you plan for your future.

  • Life Insurance
  • Disability Insurance
  • Accidental Insurance
  • Registered Retirement
  • Saving Plans
  • Tax-Free Saving Accounts
  • Segregated Funds
  • Guaranteed Interest Accounts
Retirement
Retirement Strategies

As life expectancy increases, it’s important to plan for a comfortable retirement. our team of financial professionals are available to assist you in selecting the perfect retirement strategy to meet your needs. We understand the significance of this decision and are dedicated to taking the necessary steps to help you enjoy your golden years in the best possible way. Contact our team today to learn more about our retirement planning services and how we can help you make the most of your later years.

  • Annuities
  • Registered Retirement Savings Plans
  • Tax-Free Savings Accounts
Funding
College Funding Plans

As you begin to plan for your child’s college education, our team is ready to provide professional assistance to ensure that you are financially prepared. With years of experience in college savings planning, we can help you devise a savings strategy that is tailored to your unique situation.

Our services extend beyond simply opening a savings account; we offer expert guidance every step of the way to maximize the benefits of your investment. Whether you are preparing for your first or fifth child to attend college, our team is dedicated to providing the support and expertise you need to make informed decisions. Start preparing for your child’s future today with our professional college savings services.

Events
Business
Business Insurance Strategies

At our company, we pride ourselves on being a top-notch provider of financial solutions. We understand that small business owners like you face unique challenges when it comes to managing your finances and running your business. That’s why we offer an array of comprehensive strategies that are tailored to meet your specific needs and help you achieve your goals.

Whether you’re looking to streamline your payroll process, set up a retirement plan for your employees, or just need some expert advice on managing your cash flow, we have the expertise and the tools you need to succeed. Our team of experienced professionals are dedicated to providing you with the guidance and support you need to make informed decisions and take your business to the next level.

So why wait? Contact us today to learn more about our range of services and how we can help you achieve financial success.

Estate
Estate Preservation

Estate preservation insurance is a type of insurance that ensures your estate is protected from tax liabilities upon your death. It offers financial protection and peace of mind to individuals with large estates who want to ensure their estate passes on to their loved ones without being burdened by excessive taxes.

The insurance policy covers the cost of paying estate taxes, which can significantly reduce the value of an estate and leave heirs with much less than the deceased intended. By taking out estate preservation insurance, you can ensure your beneficiaries receive the inheritance you intended for them.

Furthermore, this type of insurance can also help simplify the estate settlement process for your beneficiaries, ensuring that any tax liabilities are easily identified and paid. Overall, estate preservation insurance is a valuable tool for anyone with a sizeable estate, allowing them to protect their legacy and ensure their hard-earned assets are passed on as intended.