Insurance Solutions and Finance Strategy

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
A couple learning financial education together.

Neither World Financial Group Insurance Agency, LLC, its affiliated companies, nor its agents may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal professional regarding their particular situation and the concepts presented herein.

Frequently Asked Questions

Can I take advantage of multiple financial solutions with WFG? 
Absolutely! When you contact a local independent agent for the first time, you can list your needs and goals. For example, you can sign up for life insurance while setting up your long-term retirement strategy. Or you can talk about saving for your child’s college fund while learning about business strategies as a small business owner.

How much life insurance do I need? 
Determining the right amount of life insurance coverage depends on an individual's circumstances and financial goals. Consider your health, age, and how much income your loved ones would need to maintain their current lifestyle if you were no longer around. Also, keep track of your current savings and other investments, as these will help you decide on a policy.

Can WFG help me with tax planning and preparation? 
Unfortunately, we are an insurance company first, and tax planning does not fall under our list of financial services. We can, however, help with estate preservation. Your WFG agent can work alongside your tax and legal professionals to minimize taxes, expenses, and legal issues while maximizing the value of the estate left behind for beneficiaries.

How can I start saving with a limited budget? 
Saving money with a limited budget is an achievable goal. Start by setting clear financial goals and creating a budget. Assess your income and expenses to identify how much money you can afford to save regularly. Although saving with a limited budget means you may not see substantial gains immediately. Stay patient and focus on long-term growth. Finally, learn about different options and strategies by contacting a WFG agent.