WFG's Wealth Solutions
Financial challenges rarely have one-size-fits-all answers, but with WFG’s diverse solutions and dedicated advisors, you’re never starting from scratch. Let’s build your roadmap to success.
Adaptive Financial Strategies
Your financial landscape evolves—so should your plan. World Financial Group’s independent agents collaborate with you to design a living financial strategy that grows and adapts alongside your life, priorities, and goals.
Our Process:
Comprehensive Needs Assessment : We start by understanding your current income, expenses, and long-term aspirations.
Goal Mapping & Prioritization: Define clear, actionable objectives tailored to your unique timeline and values.
Dynamic Strategy Design: Implement flexible solutions to pursue your goals, with regular adjustments as your life changes.
Insurance Solutions Built for Life’s Unpredictability
Life’s challenges are rarely one-size-fits-all—your insurance should reflect that. WFG’s tailored insurance solutions provide a safety net for you and your loved ones, ensuring financial resilience when unexpected moments arise.
Our Offerings:
Life Insurance
Disability Insurance
Long-Term Care Insurance (U.S. Only)
Segregated Funds (Canada Only)
Guaranteed Interest Accounts (Canada Only)
Tailored Retirement Plans for Your Aspirations
WFG’s financial professionals empower you to enjoy your golden years with confidence, offering tailored solutions to match your vision:
Key Tools:
Annuities
Registered Retirement Savings Plans (RRSPs)
Tax-Free Savings Accounts (TFSAs)
Smart College Funding Strategies
With education costs rising, starting early is key. WFG helps families build tailored plans to fund higher education—whether for your first child or fifth.
Our Offerings:
Preparing for College (U.S. Only)
Business Strategies for Sustainable Growth
As a new business owner, success requires more than passion—it demands smart financial planning. WFG provides tailored strategies to protect and grow your business, support your employees, and secure your legacy.
Our Solutions:
Business Insurance Strategies
Employee Retirement Planning
Executive Compensation (U.S. Only)
Business Continuation Programs (U.S. Only)
Estate Preservation: Secure Your Legacy
Preserve the wealth you’ve worked hard to build. WFG collaborates with your tax and legal advisors to design tailored strategies that minimize estate tax burdens and safeguard your legacy for future generations.
Key Solutions:
Charitable Strategies & Trusts
Life Insurance Trusts (U.S. Only)
Wealth Replacement Trusts (U.S. Only)
Life Insurance (Canada Only)
Annuities (Canada Only)
Important Disclosure:
World Financial Group Insurance Agency, LLC, its subsidiaries, and agents do not provide tax, estate planning, or legal advice. Individuals who receive this information should consult their own tax and legal advisors based on their specific circumstances before making any decisions. The concepts discussed here are for educational purposes only and should not replace personalized guidance from qualified professionals.
WFG's Network of Providers
Unlock a world of premier financial strategies and services with World Financial Group, where we exclusively partner with A-rated industry giants. Here's a glimpse at the elite providers we're proud to represent:
U.S. Providers
Canada Providers
The city and state locations of the U.S. companies are: AMS Financial Solutions, Baton Rouge, Louisiana; Crump, Harrisburg, Pennsylvania; Everest Funeral Package, LLC, Houston, Texas; Nationwide Life Insurance Company, Columbus, Ohio; Pacific Life Insurance Company, Newport Beach, California; Transamerica Life Insurance Company, Cedar Rapids, Iowa.
Frequently Asked Questions
Can I use multiple WFG financial solutions at once?
Absolutely! Our independent agents take a holistic approach. For example, you could:
Apply for life insurance while building a retirement plan.
Explore college savings strategies for your child and discuss business financial planning—all in one conversation.
Tell us your goals, and we’ll tailor solutions to fit.
How much life insurance coverage do I need?
The right amount depends on your unique situation:
Current debts (mortgage, loans, etc.).Income replacement needed for loved ones.
Existing savings/investments to supplement coverage.
Future goals (education, legacy, etc.).
Discuss your priorities with a WFG agent to find a policy that aligns with your needs.
Does WFG assist with tax planning or preparation?
While we don’t provide tax/legal advice, we specialize in estate preservation strategies. Our agents collaborate with your existing tax/legal advisors to:
Minimize estate taxes and expenses.
Maximize the value of assets passed to beneficiaries.
How can I start saving on a tight budget?
Every small step counts! Here’s how to begin:
Set clear goals (e.g., emergency fund, retirement).
Track spending to identify savings opportunities.
Automate savings (even $10/week adds up over time).
Explore tax-advantaged tools (e.g., TFSAs, 529 Plans).
Contact a WFG agent to learn strategies that grow with your budget.
Learn more about World System Builder
FINANCIAL CENTER
Texas
13831 Northwest Frwy
Suite 215,
Houston, TX. 77040
1202 Richardson Dr
Suite 309
Richardson, TX 75080
Washington
2700 Richards Road,
Suite 204
Bellevue, WA 98005
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