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 professionals. *
- 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 pursue 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.
You should always consult your tax/legal advisor regarding your own specific tax/legal situation.