Our Family Strategy Features
We create monthly pension-like retirements for those savers that:
May have a pension already
Want to build a better nest egg faster with minimal risk
Want to start a monthly plan for as little as $100 per month
Zero Annual Fees
Traditional financial advisors can charge as much as 2.0% or more every single year. With a 2.0% management fee, this means if portfolio earns 6.0% in any given year, you are forced to give up 1/3 of your profit to your advisor.
Zero Downside Risk
Let WCSG provide you with complete protection against downward moves in our equity markets.
Be Your Own Bank
Learn how you can borrow money from your own policy, often with 0% interest.
Pension-Like Cash Flow
Strategies that create a guaranteed stream of income that can increase in value over time to help offset inflation.
Tax & Penalty Free Transfers
Many 401(k)-like products can be transferred to our plans with no penalties or taxes.
8-13% Returns with No Risk
Watch your portfolio grow during rises in the market and stay put during the downturns.
Lower Tax Brackets
Optimized default value strategies to enhance your projected outcomes.
Asset Protection
Engage in interactive sessions to brainstorm and refine strategy allocation.
Access to Funds without Penalty
We provide products that allow you to access some, or even all, of your money without penalties.
Create cash flow in retirement, build your nest egg larger or start with a couple hundred dollars a month. The stress of ever losing portfolio value will disappear forever.
Click the links below for some of our Products and Strategies.
Conversation
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inquiries or to book a chat.
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information on quick glance projections.
Innovation
Fresh, creative solutions.
Integrity
Honesty and transparency.
Excellence
Top-notch services.
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