Absolutely! Education is our favorite part of what we do. We can meet over zoom for 30 minutes and you'll know more than 99% of Americans!
We take an educational approach to money and financial literacy. Our mission is "no family left behind", so whether it be learning more about short term/long term savings, insurance protection, debt solutions, or wealth preservation, we look forward to helping you and your family at no charge.
Yes! It's hard to keep up with retirement accounts when we leave companies. We can help you find it, read the statement, and put it somewhere that will maximize your goals for the future while protecting it from downside in the market.
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The ESC Group is an organization that is comprised of individuals associated with World Financial Group Insurance Agency, LLC and World Financial Group, Inc., but it is not an affiliated company of World Financial Group, Inc., WFGIA, (In California dba World Financial Insurance Agency, LLC.), World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc. nor WFG Insurance Agency of Puerto Rico, Inc. (collectively referred to as “WFG”). These agents offer insurance products through World Financial Group Insurance Agency LLC., World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., (In California dba World Financial Insurance Agency, LLC) and/or WFG Insurance Agency of Puerto Rico, Inc. – collectively WFGIA.
This material is intended for education and training purposes only and is not intended to be, nor should it be construed as, an offer or solicitation for the purchase or sales of any specific securities, financial services or other non-specified item. Securities products are sold by prospectuses that contains more information about the product's fees, charges and limitations, and can only be offered by a qualified registered representative.