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
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
Registered Retirement Savings Plans
Tax-Free Savings Accounts
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
Bay Area Financial Center
1818 Gilbreth Road, Suite 230
Burlingame, CA 94010
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