626 Lakeview Road,
An important part of planning for your financial future is protecting it. Whether you live too long, die too soon or become disabled, these products can help you and your familyprotect the life you've built.• Universal Life Insurance• Equity Indexed Universal Life Insurance• Term Life Insurance• Whole Life Insurance• Disability Insurance
Care in the later years of life can be a monetary burden, but proper preparation can help clients protect themselves and their loved ones should extended care be needed. We offer Long-term Care Insurance
Our first question is always:
• What are your financial goals?
We will take a current snapshot of your financial status through six areas:
• Cash flow management• Debt management• Emergency funds• Proper protection• Asset accumulation• Estate Strategy
Once through our process, we will produce an action plan with a goal to improve performance in each of these six areas.
The World Financial Group Insurance Agency, LLC Financial Needs Analysis, developed by WFGIA, is based on the accuracy and completeness of the data provided by the client. The analysis uses sources that are believed to be reliable and accurate, although they are not guaranteed. Discuss any legal, tax or financial matter with the appropriate professional. Neither the information presented, nor any opinion expressed constitutes solicitation for the purchase or sale of any specific product or financial service.
Michael Coleman, has been in the financial services industry for over two decades. Dynamic Expansion was created in 2017 to be a brand that fulfills its namesake—to dynamically change with a client’s needs. This is accomplished while also keeping in mind the overall goal of expansion of the client’s financial foundation for their family and business.
We originally began in Southern California, and have since expanded to operations throughout the entire United States and Canada.