Wealth Solutions Group

Wise Financial Planning Through Wealth Solutions Group (WSG)

Wealth Solutions Group (WSG) empowers people financially to focus on what they are meant to do in life, to follow their calling. Through the broker/dealer services of Securities America Advisors, Inc., the WSG team will take time to understand your needs, define your goals and dreams, and design a practical plan based on Biblical principles to pursue your financial goals. Services include:

Corporate and Business Services
  • Employee retirement plans
  • Succession planning
  • Endowment management
  • Investment policy statements
  • Buy-sell agreements
  • Key-Man insurance

Family and Individual Services:
  • Retirement planning
  • Estate planning
  • Tax planning
  • Insurance planning
  • Lifetime income planning
  • Investment planning

Contact Wealth Solutions Group at 800.930.3642 or email them.

Visit WSG

Securities America and its representatives do not provide legal advice; therefore, it is important to coordinate with your legal advisor regarding your specific situation. Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Cooper McManus. Christian Community Credit Union, Wealth Solutions Group, Cooper McManus, and Securities America are separate companies. Not NCUA Insured – No Credit Union guarantees – May Lose Value.

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