WFG is Focused on You – our retirement plan clients and their employees. We work with plan sponsors, administrators and retirement plan committees typically comprised of C-level executives and managers representing human resources, finance and administration.
Our passion is assisting you with the design of a retirement plan that best suits the needs of both your company and your workforce. We believe that getting employees “retirement ready” requires more than just providing a good retirement plan and a range of investments. We believe driving employees behavior through plan design and education are key deliverables in making a difference. We want to be known for helping people replace their paycheck during their longest period of unemployment (retirement) while delivering an unsurpassed level of proactive service to our clients.