World Financial Group

World Financial Group My mission is to help my clients build a better financial future and to share the business opportunities WFG offers--" Legacy".

My decade of accounting experience as well as an entrepreneur are an ideal foundation for my work as a Financial Services Professional of WFG. I also have my own accounting services providing individual, corporate, partnership and nonprofit income tax returns along with payroll tax returns. My mission is to help my clients build a better financial future and to share the business opportunities WFG

offers. There are two primary ways I hope to assist with your financial future:
1. By helping you reach your personal financial goals for yourself, your family, and your future.
2. By helping you build a rewarding business as a financial professional.

Westminster Abbey’s magnificent display of medieval architecture, art and history. Surprised, Steven Hawking’s ashes wa...
03/05/2023

Westminster Abbey’s magnificent display of medieval architecture, art and history. Surprised, Steven Hawking’s ashes was also buried there…Lewis Carroll, novelist, Alice’s Adventures In wonderland. So, Westminster is also the final resting place of much of British Royalties and great leaders.
On May 6, 2023, the Coronation of King Charles will be held in this glorious Abbey!

5 Things to Consider When starting your Own Business
01/30/2020

5 Things to Consider When starting your Own Business

Well, maybe a brand new sports car or free ice cream for life. But even a state-of-the-art fully-decked-out sports car will eventually need routine maintenance, and the taste of mint chocolate chip can get old after a while.

What is the Rate of Return on your savings?Message me for a FREE consultation
03/09/2017

What is the Rate of Return on your savings?
Message me for a FREE consultation

Learn how to use the Rule of 72 to determine how long it will take your money to double in any interest-bearing account. Knowledge is power!

07/14/2016
Marin, one of the richest counties in the nation, has one of the highest percentage of uninsured among those eligible fo...
01/20/2016

Marin, one of the richest counties in the nation, has one of the highest percentage of uninsured among those eligible for Covered California in the Bay Area.

Avoid penalties! Contact me to sign up for Covered California today.

http://abc7news.com/health/marin-county-has-highest-number-of-uninsured-in-bay-area/1147509/

Estimates released by the state show one Marin County neighborhood has the highest percentage of uninsured among those eligible for Covered California in the Bay Area.

Join us tonight! Attend this free presentation to learn how you can take control of your money.
01/14/2016

Join us tonight! Attend this free presentation to learn how you can take control of your money.

I am a PROUD member of World Financial Group! Aegon also known as Transamerica in North America own World Financial Grou...
12/16/2015

I am a PROUD member of World Financial Group! Aegon also known as Transamerica in North America own World Financial Group. We're making a BIG difference! Dutch Insurer Aegon Replaces Generali on 'TOO BIG TOO FAIL' List on Wall Street Journal.

Dutch insurer Aegon NV is now one of the nine insurance companies that are essential to the stability of the global financial system, according to the international Financial Stability Board.

Address

4340 Redwood Highway, Ste C-416
San Rafael, CA
94903

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm
Sunday 8am - 9pm

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