Your WFG Advisor has a comprehensive menu of wealth enhancing services to ensure each of your most important financial concerns are thoroughly and thoughtfully addressed. As an independent firm, our decisions and solutions are always based on the best interests of our clients, not on the placement of certain products or investments.

For Individuals
  • Fee Only Investment Management
  • Investment Planning
  • Stocks
  • Mutual Funds
  • ETF's
  • Bonds
  • Asset Allocation
  • Fee Based Investing
  • Retirement Planning
  • Managed Accounts
  • College Funding
  • 401k Rollovers
  • Portfolio Backtesting
  • Tax Planning
  • Wealth Transfer
  • Divorce Planning
  • Wealth Protection
  • Charitable Gifting
  • Risk Evaluation
  • Insurance Planning (Life, Disability, Long Term Care)
  • Comprehensive Written Financial Plans
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    For Businesses
  • Retirement & Employee Benefits
  • 401(K) Plans
  • Profit Sharing Plans - (traditional or alternative funding methods)
  • 403(B) Plans
  • SIMPLE, SEP and Solo 401K Plans
  • Defined Benefit Plans
  • Group Health Insurance
  • Group Disability Insurance
  • Group Life Insurance
  • Business Continuation Planning
  • Funded Buy-Sell Agreements
  • Contingent Buy-Sell Agreements
  • Advanced Funding Strategies
  • Trusteed Buy-Sell Agreements
  • Employee Stock Ownership Plans
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