Tobyknows - World Financial Group Associate

NO FAMILY LEFT BEHIND
"FREE" Financial Needs Assessments - email now;
TFSA, RESP, RRSP, Estate, Family security /future planning. Biz opportunity Available

Face your future with optimism
No matter what financial challenges you face – whether it’s debt, limited savings and investments, or lack of life insurance — they can be resolved successfully. By providing you with a better understanding of your financial situation and access to products and solutions that are appropriate for your specific goals, your WFG associate can help you achieve your dreams.

WFG believes that having a solid understanding of the challenges families and individuals throughout North America face is an important first step to overcoming them.

Common Challenges
Credit Card Debt & Poor Savings
Cost of College
Retirement Savings
Social Security
Rising Cost of Living
Unexpected Loss

At WFG, we don’t believe in “one size fits all. ” Your licensed WFG associate offers a broad array of solutions from many well-known providers, and works together with you to determine the best strategy based on your needs.

How We Can Help
Life Insurance
Annuities
Critical Illness Insurance
Disability Insurance
Long-Term Care
Mutual Funds
Segregated Funds (Canada)
Group Insurance (Canada)
Business Solutions
College /Post-Secondary Education Funding
Investment Advisory Services
Financial Needs Analysis

Your licensed WFG associate offers you a professional and complimentary Financial Needs Analysis (FNA), * which is the first step in helping to identify the core components of your financial health.

Determining Your Needs
Cash Flow
Proper Protection
Debt Management
Emergency Fund
Build Wealth
Preserve Wealth