My WFG: Confidentiality Assured

World Financial Group works with clients through a network of trained associates. Following client meetings, the associates will enter important information through the My WFG web portal. All client information concerning their progress through the steps on the Financial Dream Map will be entered. Clients can rest assured that My WFG protects their privacy. Associates teach clients to establish a monthly budget. This initial step provides the basis for improving household cash flow. Clients are able to afford essential life insurance coverage, which surprises some clients. An emergency fund is created to mitigate unforeseen expenses, such as medical bills or major car repairs.

Following each client meeting, the associate will make updates to the client’s records through My WFG. Clients will progress through the steps on the Map at different rates, so the associate is able to refer to the notes in My WFG. Saving becomes the priority for clients. Their short-term and long-term goals will be reached with sufficient lead-time and discipline. Associates provide information about various investment instruments that might match the client’s portfolio. After reading the materials and asking outstanding questions, the client will make the final selection. Annual portfolio reviews will reveal required adjustments to keep the client on track toward financial freedom.