Financial Services

We educate families on how to spend less, save more, and reduce their taxes!

World Financial Group (WFG) is a financial firm that caters to increasing the financial literacy of middle- income individuals and families across North America. Through our parent companies, Transamerica and Aegon, we are able to assess financial needs, educate clients, and offer a wide variety of services that match financial needs and goals. Every financial plan has a common purpose- to protect families and their dreams.

A Financial Consultant/ Financial Advisor works with clients to develop individualized financial plans for savings, retirement, investments and insurance. They effectively manage a client base by ensuring that all clients receive the proper attention and response. Consultants and advisors also work with clients to learn client needs, goals, preferences and prior experiences in efforts to accomplish financial goals and objectives.

• Assess financial situations by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning

• Analyze and interpret customers’ financial circumstances and develop financial strategies

• Select appropriate products, through balanced presentations, to each client’s current needs and long term financial strategy

• Monitor clients' financial situation by tracking changes in wealth and life circumstances, analyzing financial plan results, identifying and evaluating new financial strategies, and recommending changes in goals and plans

• Provide financial management information by preparing financial need analyses

• Market services by asking for referrals from current clients, meeting prospects at community functions, responding to inquiries, developing promotions, and presenting financial planning workshops

• Prospect and recruit new team members to build a strong company base

• Update job knowledge by tracking financial markets, general economic conditions, and new financial products

• Participate in educational opportunities by reading professional and technical publications, maintaining personal networks and participating in professional organizations

• Adhere to all compliance/risk procedures, follow corporate and industry protocols, and act in a manner which protects the interests of the client at all times