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/