Neither the W Group Financial Services nor its representatives provide tax or legal advice. Consult a tax or legal professional for such guidance.

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3 Park Plaza, Suite #304B, Wyomissing, PA 19610

Phone: (484) 769-0754 Email: colin@financialguide.com

* Securities are offered through qualified Registered Representatives of MML Investors Services, LLC. Member SIPC. Supervisory office, 220 Gibraltar Road, Suite 350, Horsham, PA 19044-2306, (215) 441-8200. The W Group Financial Services is not a subsidiary or affiliate of MML Investors Services, LLC. or its affiliated companies.
CRN202505-2326319

Personal Solutions


Financial Resource Services

  • Life and Disability Income Insurance Needs 
  • Term Life Insurance Rates
  • Review of Savings and Investments
  • Retirement Income Needs


Retirement Products and Services

  • Individual Retirement Accounts 
  • Fixed and Variable Annuities
  • Retirement Needs Review
  • Long Term Care Insurance


College Funding

  • College Cost Analysis
  • Investment and Insurance Strategies


Investments

  • Reading and Education Services
  • Mutual Funds
  • Unit Investment Trusts
  • Variable Annuities


Conservation Strategies

  • Estate Preservation
  • Tax Reduction Strategies
  • Charitable Giving 



Business Solutions


Business Continuation 

  • Buy-Sell Funding Strategies
  • Funding Option Analysis
  • Family Business Succession Planning
  • Key Person Insurance


Employee Benefit Program

  • Life and Disability Income Insurance
  • Various Types of Life Insurance Solutions
  • Pension, Profit Sharing and 401(k) plans
  • Payroll Deduction Plans
  • SIMPLE IRAs
  • Non-Qualified Retirement Programs


Executive Fringe Benefits

  • Executive Bonus Plans
  • Split Dollar Insurance
  • Deferred Compensation Funding
  • Salary Continuation Plans
  • Non-Qualified Executive Fringe Benefits