WorldWide Financial Group, Inc.

Succession, Exit & Transition Planning, Executive Benefits for C-Suite, Estate Planning, Wealth Management

I work with business owners of small to medium size companies to find success in their operations. Success may mean more leisure time away from the business, more income to enjoy the leisure time or increase value of the business for succession. I believe that financial advisors can not help business owners achieve their financial goals if you don't understand what it means to be a business owner. As a "Financial Architect", my objective is to find the right solutions for the issues keeping the business owners awake at 2 O'clock in the morning staring at the ceiling. I have been providing these services for the past 20 years. Prior to my experience in the Financial Services field, I have had a successful career in sales, marketing and sales management in Fortune 1000 companies Specialtie