to Build Wealth Together

Comprehensive financial services for your family's future and peace of mind.

Empowering Families

Empowering Families Through Financial Services

At World Financial Group, we specialize in building and protecting wealth for families through comprehensive financial services, including insurance, education planning, and retirement options tailored to your needs.

Wooden Scrabble tiles arranged in an organized pattern spell out the phrase 'MANAGE YOUR ASSETS' on a plain white background.
Wooden Scrabble tiles arranged in an organized pattern spell out the phrase 'MANAGE YOUR ASSETS' on a plain white background.

150+

15

Trusted by Families

Your Financial Partner

Financial Services Solutions

Building and protecting wealth for families through comprehensive financial services and education.

Insurance and Planning
A close-up view of a smartphone displaying a financial app with a graph and numerical data, held by a hand. The screen shows the brand 'Wealthsimple'. Above it is part of a laptop keyboard with keys visible. The background consists of a wooden surface.
A close-up view of a smartphone displaying a financial app with a graph and numerical data, held by a hand. The screen shows the brand 'Wealthsimple'. Above it is part of a laptop keyboard with keys visible. The background consists of a wooden surface.

Life, health, and long-term care insurance options tailored for your family's needs.

A person is typing on a MacBook Pro, viewing a website titled 'Personalize your portfolio.' The webpage displays three sections related to investing, each with different images and text. The laptop is on a grey table with a dark sofa and indoor plants in the background.
A person is typing on a MacBook Pro, viewing a website titled 'Personalize your portfolio.' The webpage displays three sections related to investing, each with different images and text. The laptop is on a grey table with a dark sofa and indoor plants in the background.
A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.
A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.
Retirement Options

Explore IRAs, annuities, and profit-sharing plans to secure your financial future.

Join our free financial education workshops to enhance your financial literacy and planning.

Financial Education Workshops

Contact Me

Several gold bars are placed on top of a pile of bitcoin coins and US dollar bills, indicating a scene of wealth and finance.
Several gold bars are placed on top of a pile of bitcoin coins and US dollar bills, indicating a scene of wealth and finance.

Get in touch for financial services, education workshops, and wealth protection strategies tailored for families.

Client Feedback

See what our clients say about our financial services and support.

The financial education workshops transformed our understanding of wealth management. Highly recommend!

John Smith
People walk past a large, grey stone wall featuring a prominent red and white logo of a financial institution. The scene captures individuals in business attire, some holding umbrellas or wearing headphones.
People walk past a large, grey stone wall featuring a prominent red and white logo of a financial institution. The scene captures individuals in business attire, some holding umbrellas or wearing headphones.

New York

World Financial Group helped us secure our family's future with excellent insurance options. Truly grateful for their guidance and support in planning our financial journey.

A hand holding a smartphone displaying a financial website, with information including market watch and stocks data visible on the screen. The background is a textured wooden surface.
A hand holding a smartphone displaying a financial website, with information including market watch and stocks data visible on the screen. The background is a textured wooden surface.
Emily Davis

Los Angeles

★★★★★
★★★★★