Longest Economic Expansion Ever

WFG Blog

Our latest blog discusses how trade tensions and market volatility couldn’t stop the United States’ record-setting economic expansion.

WFG Podcasts

3 Pods, 1 Question Each Week

In each episode, we focus on answering your frequently asked questions.

Midyear Outlook 2019 Webinar

July 31

Investment insights and market guidance for the rest of the year.

Follow Us

on Social Media

We do our best to keep you informed and entertained!

Retirement Plans

Our differentiator is our passion for your employees

We 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 Plans

Wealth Management

A future of fulfillment

Securing 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 Management

WFG PODCASTS

WFG Blog

Our latest insights

  • Jul 12 2019

    As we close the first half of 2019, we urge plan sponsors to spend a bit of time reflecting on Measurement and Strategic Planning for your retirement plans. Before you know it, you will be sending annual notices and making plan amendments.  Our quarterly newsletter discusses the three following topics for plan sponsor information: Plan  Read more ➝

  • Jul 5 2019

    Happy Birthday, United States of America! As we celebrate our nation’s birthday, U.S. leadership on the world stage remains in focus. We received good news on the global trade front from the recent G20 Summit in Japan. President Trump and China’s President Xi agreed to a trade truce, clearing the way for the two nations  Read more ➝

  • Jun 13 2019

    If you want to sell your C-suite on paying for an employee financial wellness program, you’ll probably hear this question from your CFO: What’s the ROI? It’s natural for a chief financial officer to ask about the return on investment (ROI) from spending the organization’s money on a program that, at first glance, appears to  Read more ➝