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Because It’s Time To Seek Financial Advice From Experts
What would it mean to you if you knew financial burden wouldn’t be an issue to your family if you encounter an unexpected and/or untimely loss of health or life?
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No Compromise, Just Maximize
Strategies for Every Season in Life
Protect Those You Love
Do you know that one of the following three are likely to
happen? You can die too soon, leave too long (outlive your savings) or have a significant enough health issue to limit you from being independent.
How prepared are you to mitigate the impacts these
will have on you and your loved ones?
The Life You Deserve
Your income and expenses may change over time, so your financial strategy should too. We work with you to create a personalized financial strategy designed to guide you from where you are to where you want to be.
Build Financial Legacy
Has anyone sat with you and educated you regarding your
personal finances? Will that make a difference in your life?
Financial problems won’t solve themselves; you have to
tackle them head on. Who do you have to support you on this journey?
Estate Preservation
How important is it that all your assets will go to the
people or organization of your choosing and not to lawyers and the government
when you leave it behind?
No Compromise, Just Maximize.
Because It’s Time To Seek Financial Advice From Experts
What would it mean to you if you knew financial burden wouldn’t be an issue to your family if you encounter an unexpected and/or untimely loss of health or life?
Your family will get to keep the house
The kids will not have to change schools
College will still be an option . . .
Because It’s Time To Seek Financial Advice From Experts
We Are Here To Help You Get Your Financial Share Of The Pie
While no one strategy is guaranteed to solve all of your financial worries, our array of products and services is just what you need to start working toward your goals.
01
Financial Strategies Services
Your income and expenses may change over time, so your financial strategy should too. We work with you to create a personalized financial strategy designed to guide you from where you are to where you want to be.
02
Insurance Solutions
Life's scenarios can vary from person to person, and from family to family. Our suite of insurance services can offer support to you and your family when faced with life’s most difficult challenges.
03
Retirement Strategies
The reality is, we’re living longer than ever before. Our financial professionals can help prepare you to enjoy your golden years to the fullest with the retirement strategy of your choice
04
Estate Preservation
We help you keep more of what you’ve earned. Working with your tax and legal professionals, we’ll develop a strategy to help preserve your legacy and avoid it decreasing due to federal and estate taxes.
No Compromise, Just Maximize.
Because It’s Time To Seek Financial Advice From Experts
7 Million
People Educated & Protected Since 2001*
We have helped more than 7 million families prepare for a better financial future.
"A"
Our Standard for Providers*
We represent some of the most highly rated financial services and insurance providers in the industry, who must have a credit rating of A or higher, to give you the quality product choices you expect.
76,000+
Life Licensed Agents as of 2024*
Entrepreneurs across North America are building businesses that address individuals and families’ growing need for financial services.
*Numbers are based on 2024 internal analysis and survey of the WFG life licensed agents.
**You can check the provider’s ratings analysis at A.M. Best, Fitch, Moody's and/or S&P Global.
Hear What Our Clients Say
Strategies for Every Season in Life
George Owens
I was 100% satisfied with the customer service and with the products.
Max Tanner
My advice to any young family just starting out would be to find a way to secure your future, even if you invest small, start somewhere. You can do the same with your insurance.
Kim Wexler
It is never too early to plan for my future by saving and investing.
Billy Jackson
The financial services from your firm have greatly improved my personal finances. Highly recommend!
© 2024 Wossen (Wossenyelesh) Million - All Rights Reserved
For from Him and through Him and to Him are all things. To Him be the glory forever. Amen. Romans 11:36
(925) 683-9515