What We Do

World Financial 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.

We have the ability to offer products and services from a broad array of financial services providers - this allows our agents to find the solutions that best fit their clients’ needs. These solutions can come in many different forms, including insurance protection, retirement strategies, saving for college, estate planning, business solutions and more.

An excellent financial foundation begins with a solid education about the how the financial services industry works. With the education we provide, you can grasp the necessary knowledge you’ll need to do accomplish your financial goals.

We work hand-in-hand with clients to help them find products and strategies that match their goals. We share with clients how to use a proper financial education to provide a solid foundation upon which they can build upon. We recognize that everyone's hopes are different - as unique as the person dreaming them.

A goal can be: 

  • Living comfortably financially
  • Retiring early
  • Traveling the world
  • Owning a home
  • Supporting causes close to the heart
  • Having a consistent revenue stream
  • Building and owning a business
  • Spending time with family and friends
  • Sending children to college
  • Leaving a legacy

We don't have a "one-size-fits-all" attitude regarding products and product providers. Instead, we champion the power of choice for our clients. Our agents know that clients can't be shoehorned into one product; instead the client deserves to have the best product that fits his or her specific needs. This is why WFG, through its affiliated companies, has agreements with many leading companies in the financial and insurance industries. As our client's needs change, having multiple options allows us to continue to help and guide clients to meet their goals.

The Exclusive WFG Financial Needs Analysis

To help a client make the right choices to achieve financial independence, World Financial Group offers the WFG Financial Needs Analysis. Through this suitability and needs analysis tool, we gather information from the client that is then analyzed to determine the right products and steps the client needs to take to get to the goals they were hoping for.

Your financial future can start immediately. Start today!


The WFG Financial Needs Analysis, developed by WFG, is bases on the accuracy and completeness of the data provided by the client. The analysis uses sources that are believed to be reliable and accurate, although they are not guaranteed. Discuss any legal, tax or financial matter with the appropriate professional. Neither the information presented nor any opinion expressed constitutes solicitation for the purchase or sale of any specific product or financial service.