About Us

Driven by this mission, WFG associates help individuals and families by introducing them to simple financial concepts that can help them understand how to put their money to work more effectively so they can move toward their goals. We believe that everyone has dreams, and WFG’s strategies can help our clients reach them.

What We Do

It’s not just a tagline or a nice saying, World Financial Group works hand-in-hand with its clients to pair where they want to be with the strategies that can help them get there. Every person deserves to have a proper financial education that provides a solid foundation upon which they can build their dreams. Our associates meet face-to-face with people from all walks of life and offer them a financial education with absolutely no obligation to become a client.

And, once an individual has this education they can choose to dream as big as they want, and our associates will be there to help them in any way they can. And we realize that everyone’s dreams can be different – they are as unique as the person dreaming them. A dream can be:

• Living comfortably financially
• Retiring early
• Traveling the world
• Owning a home
• Supporting causes close to your heart
• Having a consistent revenue stream that offers financial security
• Building and owning your own business
• Spending time with family and friends

World Financial Group does not have a “one size fits all” attitude regarding products and product providers, instead we champion the power of choice for our clients. Our associates know that clients can’t be shoe-horned into one product, instead the client deserves to have the best product that fits their specific needs, which is why WFG, through its affiliated companies, has agreements with several leading companies in the financial and insurance industries. As our client’s needs change, having multiple product options allows a WFG associate to continue to help the client meet their goals.