Description of WFG

2. YOUR FINANCIAL
FUTURE STARTS NOW
Many goals and dreams in life
such as funding a child’s
college education, purchasing
a home or retiring in comfort
require a sound financial
strategy to achieve them. But
what is the best strategy for
your particular finances? No
one way of preparing for the
future is right for everyone,
which is why your World
Financial Group (WFG)
associate is ready to assess
your certain needs and help
you succeed toward a more
sound financial future.

4. WHAT WE DO FOR
FAMILIES
 Our associates provide you, and all of
their clients information on important
financial fundamentals, which can
help you create a strategy to have
better tomorrows.
 WFG does not believe in “one size fits
all” financial perspective. We
understand “choice equals power”.
We aren’t limited to one solution. Our
associates could offer you a wide
range of products plus services from
many industry-leading companies;
they work with you to determine the
best strategy based on your specific
needs and goals.

5. RESTORING FINANCIAL PEACE OF MIND THROUGH FINANCIAL SERVICES

6. OUR SOLUTION >The WFG Needs Analysis

9. 9
Time can be your worst enemy or your greatest ally.
No matter where you are
in life, the key to building an asset accumulation
program is to begin saving now. The sooner you
begin, the less money you will need to put aside to
create solid savings for your future.
The following is an example of monthly retirement
savings required to reach
a $1 million retirement goal with an interest rate of
8%, tax deferred.11
11 All figures are for illustrative purposes only and do not reflect an actual investment in any product. They do not reflect the
performance risks, expenses or charges associated with any actual investment. Past performance is not an indication of
future performance.
40
35
30
25
20
15
10
5
$286.45 /mo.
$5,466.09 /mo.
$2,889.85 /mo.
$1,697.73 /mo.
$1,051.50 /mo.
$670.98 /mo.
$435.94 /mo.
$13,609.73 /mo.Put time in your hands. Get started now!
The High Cost of Waiting
Years Until Retirement