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
Neither the W Group Financial Services nor its representatives provide tax or legal advice. Consult a tax or legal professional for such guidance.
Check the background of this investment professional on FINRA's BROKERCHECK.
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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
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