World Financial Group

Helping Families Move Forward:

The Financial Needs Analysis

Cash Flow
  • Earn additional income
  • Manage expenses
Debt Management
  • Consolidate debt
  • Strive to eliminate debt
Proper Protection
  • Protect against loss of income
  • Protect family assets

Asset Accumulation
  • Outpace inflation/minimize taxation
  • Professional money management
Emergency Fund
  • Save three-to six-months income
  • Prepare for emergency expenses
Estate Preservation
  • Reduce estate taxes
  • Build a family legacy
Category
Financial Services
Member Name
Charles Rogers
Phone
(951) 264-9041
Email
crogers20@ca.rr.com
Website
http://charlesrogers.wfgopportunity.com/