Financial Services
Financial Services Information
Financial Services in Colorado
Why do I need a Financial Strategy?
A Financial Needs Analysis can help identify your current financial situation as well as your needs and goals to determine what type of financial strategy, which may include life insurance, will work best for you. A financial needs analysis will go over:
*Cash Flow
*Debt Management
*Emergency Fund
*Proper Protection
*Build Wealth
*Preserve Wealth
What are the products and services?
World Financial Group offers the following products:
*Life Insurance
*Annuities
*Individual Retirement Accounts
*College Funding/529 Plans
*Mutual Funds, Stocks and Bonds
*Investment Advisory Services
What are the product providers?
ING, Prudential, Nationwide, TransAmerica, Pacific Life, WRL
What is an Annuity?
An annuity is a long-term investment that is issued by an insurance company designed to help protect you from the risk of outliving your income. When you invest in an annuity, you set the stage to receive income in the future. It is designed to help accumulate assets to provide income for retirement.
What is an Emergency Fund?
No matter how much you plan in life, the unexpected happens. To prepare for the disasters, set up an emergency fund to help pay for any resulting expenses. Basic rule of thumb for how much you should set aside is three-to-six-months of your total expenses.
You need an Emergency Fund in case of:
*Major Car Repairs
*Major Home Repairs
*Major appliance repairs or replacement
*Loss of a job
*Serious illness or hospitalization
*Extended elder care or long term care
*Having an extra source of funds gives your family peace of mind during a stressful time.
Why do I need an agent for financial planning?
Many goals and dreams in life – such as funding a child’s college education, purchasing a home or retiring in comfort – require that you have a sound financial strategy to achieve them. No one way of preparing for the future is right for everyone, which is why we are ready to assess your particular needs and help you work toward a more sound financial future. A financial Planner will take the time to understand your goals and recommend investments that fit your needs. We will analyze how changing economic and personal situations affect you. We try to answer the question of what goals should I set, and how much do I need to save to reach these goals.
Helping people feel more secure is what we do. Since we are a broker company you have the power of choice to choose a company. You decide what option is best for you and your family. We can set up a winning strategy for your future.
Call Us Now at 303-353-8320For a FREE Quote.
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