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 Cetera Advisor Networks, 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 and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. 101 S. Barranca Ave., Covina, CA 91723. Cetera Advisor Networks LLC is not an affiliate of Christian Community Credit Union nor with Wealth Solutions Group. Mutual funds, annuities and other investments available through Cetera Advisor Networks LLC are NOT insured by the FDIC, NCUSIF or any other Federal Government or regulatory agency, are NOT deposits, or obligations of, nor guaranteed by Christian Community Credit Union, nor Wealth Solutions Group or any other affiliate entity. Investments are subject to investment risks including possible loss of the principal amount invested.

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