Fee-based Asset Management

• Hundreds of separate account managers and investment styles

Mutual funds

• Large-cap
• Small-cap
• Sector
• International

Bond

Sector-based funds

Real estate

• Private and public REITs
• Research and education
• Timely market and economic commentary via newsletter* requires subscription

Performance reporting * requires participation in WFG’s fee-based money management program

24-hour online account view

Insurance

• Top rated carriers
• Fixed and variable annuities
• Whole life
• Term life
• Universal life
• Group and individual insurance
• Disability income
• Long-term care
• Health

Estate and financial planning

• Intergenerational wealth transfer
• Donor advised funds
• Planned giving

Unbiased, independent

• No packaged or proprietary products
• Full range of investment options and styles
• Competitive management fees

Checkwriting

Individual and group retirement plans

Onsite employee education