Our dedicated team of insurance professionals are here to assist you in securing a Life, Disability, critical Illness and Long Term Care insurance policy to protect you and your loved ones for years to come. With a vast knowledge of our many carriers, we are equipped to shop for the best policy to suit your needs. Our job is to help you navigate through the sea of policy options and clarify any questions or concerns you may have along the way. We've successfully served thousands of customers and are determined to treat each individual with respect and empathy. Shopping for insurance can be difficult, but our team does the work for you. Maintain your peace of mind knowing that we do things the right way.
Since 1976, our clients' financial well-being has always been our top priority at Wilshire Group Financial Services (WGFS). When you engage with WGFS, a high-level view of your financial plan is reviewed to ensure that all aspects of your planning are addressed. You will benefit from a solid foundation of true financial planning that encompasses:
Estate and Legacy Planning, Risk Management, Retirement and Savings Asset Accumulation, Debt Management, Tax Minimization, and Retirement Income Planning.
Our process is comprehensive and client-centered, relevant throughout the various stages of your life. We achieve this by collaborating with hand-picked lawyers and accountants, and being forward-thinkers utilizing classic financial tools such as:
Life Insurance, Long Term Care Insurance, Disability Insurance, Critical Illness Insurance, and Annuities.
- Wilshire Group Financial Services