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Wealth Solutions Group

Wise Financial Planning Through Wealth Solutions Group (WSG)

Wealth Solutions Group logoWealth 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 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 offered through Cambridge Investment Research member FINRA/SIPC. Advisory Services offered through Cooper McManus, an SEC Registered Investment Advisory Firm. Christian Community Credit Union, Wealth Solutions Group, Cooper McManus and Cambridge Investment Research are separate companies. Not NCUA Insured – No Credit Union guarantees – May Lose Value

Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

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