Alert Bells Are Ringing
The Latest from the WFG BlogWords of wisdom from WFG's Director of Investment Strategy, Jay Sanford
The Plan Sponsor University
October 11Increase your knowledge base in areas such as retirement plan design, operation, comprehension of fiduciary obligations, and improving outcomes.
Be a Retirement SUPERHERO
Webinar: October 17 @ 12:00pmLeveraging the latest trends in the retirement plan industry to seek maximum tax advantage for both large and small businesses.
LIFT Retirement
Our Newsletter for Plan SponsorsWe strive to keep you informed and updated with industry news and changes in the 401(k) world.
Retirement Plans
Our differentiator is our passion for your employeesWe believe that as an employer, you have the power to create successful retirement outcomes. And we are not afraid of the hard work and dedication it takes to boldly ask the question: “Can we do more?” Which is why, we aim to provide employers and employees with the best experiences and options that seek to achieve retirement readiness.
Retirement PlansWealth Management
A future of fulfillmentSecuring your dreams takes effort and energy, leaving little time for wealth management. We can take that responsibility off your hands while helping you pursue your goals. With us as your wealth advisors, you will enjoy the confidence that comes from knowing that an experienced wealth management company is handling your plan.
Wealth ManagementNEWS
03.19.2018
WFG Launches New Company Website to Enhance Client Engagement
02.06.2018
WFG Named One of PLANADVISER’S 2018 Top 100 Retirement Plan Advisers
09.22.2017
WFG Named 2017 NAPA Top DC Advisor Firm
03.31.2017
WFG Named 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year
EVENTS/WEBINARS
08.22.2018
Webinar: Midyear Outlook 2018 (Watch the Replay!)
10.11.2018
10.17.2018
Webinar: Be a Retirement SUPERHERO
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WFG Blog
Our latest insights
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Sep 20 2018
WFG is moving to a new home very soon! We will update the above photo gallery weekly so you can follow the progress. We will provide more information when it gets a bit closer, but our current estimate for our move is mid-November. Here’s a really early sneak peek of where we’re heading in 2019… Read more ➝
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Sep 12 2018
By Jay Sanford, Director, Investment Strategy History shows you can follow certain indicators to get a decent gauge of where we are in the market cycle. If you saw our Mid-Year Outlook, you know we are looking at various indicators which include the yield curve (my personal favorite), peak manufacturing and peak earnings to name Read more ➝
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Aug 29 2018
For the majority of future retirees, medical expenses pose significant risk to any retirement plan, and they are only projected to rise. Medical cost estimates for couples throughout their full retirement, assuming both partners are 65, has increased $15,000 from 2016 to 2017, bringing total projections to $275,000, after Medicare coverage.[1] Even for professionals with Read more ➝