BAY AREA FINANCIAL CENTER (BAFC)

FINANCIAL TOOLS & SOLUTIONS

While no strategy can solve all your financial challenges, our wide range of products and services can help you take the first step toward your goals. Learn how our experts can support you on your financial journey.

Financial Tools & Solutions

As your income and expenses evolve, so should your financial strategy. Our independent agents at World Financial Group collaborate with you to develop a customized plan that helps you move from your current situation to your financial goals by leveraging:

Financial Needs Analysis

Financial Goal Setting

Strategies to Pursue Your Goals

Insurance Solutions

Everyone's life circumstances are unique, and so are the needs of each family. The range of insurance services is designed to provide support during life's toughest moments. Insurance products include:

Life Insurance

Disability Insurance

Long-term Care Insurance

Critical Illness

Terminal Illness

Retirement Strategies

BAFC and our financial professionals are here to help you plan for a fulfilling retirement with a strategy tailored to your needs, including:

Annuities

Lifetime Income

Tax-Advantage Savings Accounts

Long-Term Care Planning

College Funding Plans

Given the increasing costs of higher education, it's crucial to start saving for college as early as possible. Whether you're preparing to send your first child or your fifth, we can help you begin saving with:

Preparing for College

College Coaching Program

Estate Planning

Estate planning solutions are essential for several crucial reasons, providing you with control, protection, and peace of mind regarding your assets and loved ones.