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thewsglife.com

The WSG Life

At Wealth Solutions Group we give holistic financial advise personalized just for you. Retirement planning, investment planning, tax planning, etc.

http://www.thewsglife.com/

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The WSG Life | thewsglife.com Reviews

https://thewsglife.com

At Wealth Solutions Group we give holistic financial advise personalized just for you. Retirement planning, investment planning, tax planning, etc.

INTERNAL PAGES

thewsglife.com thewsglife.com
1

Our Services

http://www.thewsglife.com/p/our

Get Financial News and Updates Delivered to Your Inbox. Error processing your request. Please try again at a later time. Joseph E. Singleton. With our new Los Angeles office, and our base in Covina, I look forward to serving the needs of individual investors and family foundations across Southern California! Terry L. Kerr. I'm looking for dedicated men and women to join our team of advisors. If you know such an individual, contact me at verna@thewsglife.com.". 160;   Privacy Promise.

2

Insurance | Wealth Solutions Group

http://www.thewsglife.com/resource-center/insurance

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. If your family relies on your income, it’s critical to know what their needs would be in the event of your death. The chances of needing long-term care, its cost, and strategies for covering that cost. The Other Sure Thing. Social media ma...

3

Should I Invest In REITs? | Wealth Solutions Group

http://www.thewsglife.com/resource-center/investment/should-i-invest-in-reits

Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? Tulips were the first, but they won’t be the last. What forms a bubble and what causes them to burst? Understanding how a stock works is key to understanding your investments. 5 Smart Investing Principles. Principles that can help create a portfolio designed to pursue investment goals. Have A Question About This Topic? Get Financial News and Updates Delivered to Your Inbox. Joseph E. Singleton. Terry L. Kerr. Investment...

4

Our Mission

http://www.thewsglife.com/p/our-mission

Wealth Solutions Group wants to do something extremely unique in the financial planning industry. No longer will we view ourselves as having clients or customers, but as having “Members”. Valued members of our community or family. A community of people who desire to be the best stewards or managers of what they have. We are here to serve you and to empower you financially. Look for more exciting information to come. Get Financial News and Updates Delivered to Your Inbox. Joseph E. Singleton. Investment A...

5

Glossary | Wealth Solutions Group

http://www.thewsglife.com/tools/glossary

A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial interest rates than fixed-r...

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