World Financial Group (WFG) - World Financial Group

"Where Integrity meets Innovation"

WorldFinancial Group (WFG) is one of the few companies of its kind in the industry today – a company dedicated to serving the financial needs of individuals and families from all walks of life. World Financial Group’s independent associates do not just work with clients who have large amounts of discretionary income – they work with everyday people to help them make critical financial decisions.

Armed with the WFG Dream Map, World Financial Group Associates walk their clients through a five step process to create a personalized plan to define your goals and dreams, and help prioritize the right kind of solutions to the issues you may face.  Whether the goal may be buying a home, saving for retirement, or preparing for a child’s education, WFG associates work with clients to help them move from Dreaming to Doing®.

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The Savings Scare That Wasn’t

Although some economists and media outlets paint a picture of a looming savings crisis, with close to 80 million baby boomers on the cusp of retirement, you may find that the nation’s personal savings rate isn’t all that important.

Develop a Life Plan

An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to pass on to your heirs.

Giving for the Greater Good

When you utilize a structured giving strategy, your efforts can help reap greater benefits for you, your heirs, and your favorite charity.

Social Security Quiz

Test your knowledge about Social Security with this short quiz.

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May 09, 2008 @ 09:53 PM

Dow Jones Industrials 12,745.88- 120.90
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S&P 500 1,388.28- 9.40
NYSE Composite 9,327.97- 60.57
10 Year Treasury Note 3.78- 0.06
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