Our Products

World Financial Advisors offers financial management to individuals and businesses in the following key areas:

  • Retirement Planning
    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

     
  • Tax Strategies
    Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists. *
     
  • Estate Funding Strategies
    Coordinating with your tax and legal advisors. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. *
  • Risk Management
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the most suitable policy for your situation.

     
  • Education Funding
    Recommending investment strategies to help you prepare for your children's education.
     
  • Investment Strategies
    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.
     
  • Employee and Executive Benefits
    Helping your business attract and retain qualified employees through benefit packages.

We offer a full range of financial services, including:

  • Financial Products
    Investments
    Mutual Funds

    Annuities
    Retirement
    College Savings Plans

  • Personal Retirement Plans
    Traditional & Roth IRA's

    Simple IRA's 
  • Qualified Plans
    SEP Plans
  • Insurance
    Life

    Long Term Care
    Disability

 

* Financial Advisors do not provide specific tax/legal advice.
Y
ou should always consult your tax/legal advisor regarding your own specific tax/legal situation.