What WE offer
While no one strategy is guaranteed to solve all of your financial worries, our array of products and services is just what you need to start working toward your goals. Explore what we can do for you.
Life's scenarios can vary from person to person and from family to family. Our insurance products can help cover you for a lifetime and help prepare you for when the unexpected happens:
Life Insurance
Disability Insurance
Long Term Care Insurance
The reality is, we’re living longer than ever before. WFG and our financial professionals can help prepare you to enjoy your golden years to the fullest with the retirement strategy of your choice:
Annuities
IRA/ SEP-IRA/ Roth IRA
401(k)/ 403 (b)/ TSP
Pension
Whether you are preparing to send your first or fifth child to college/university, we can help you begin saving now with:
Preparing for college
Determining the most cost-effective, tax-efficient way to fund a college education is not always easy. Many parents would prefer not to think about it, hoping things will somehow work out. Due to the “cross-your-fingers” approach, many families face limited choices for college. For families to best prepare for this future event, it is essential to understand college pricing, the admissions process, financial aid, and how to navigate the entire complex college-funding system best. We employ various strategies to help prepare families and students for optimal placement and funding.
We help you keep more of what you’ve earned. Working with your tax and legal professionals, we’ll develop a strategy to help preserve your legacy and avoid it decreasing due to federal and, in the United States, estate taxes:
• Charitable Strategies & Trusts
• Life Insurance Trusts
• Wealth Replacement Trusts
For the small business owner, we provide financial strategies for you, your employees, and your business, including:
Insurance Strategies
Retirement Strategies
Executive Compensation
Business Continuation Programs