Alan D Bowlby & Associates

World Financial Group is a financial services company located in Plano, TX, focused on providing individuals with essential financial education and resources. The company emphasizes the importance of enabling JavaScript in web browsers to ensure optimal functionality of its applications. Dedicated to helping clients navigate financial decisions, World Financial Group strives to empower individuals through accessibility to financial tools and guidance. Their commitment to user experience underscores the integration of technology in their services. Generated from the website

HistoryMy practice began with my love for income taxes (the government necessity) and the enjoyment of working with people to find solutions to everyday issues. After 12 years of doing income taxes, I realized that people trusted me but they needed additional services that I was not providing. So in 1989 I began getting insurance and securities licensed and pursuing the appropriate education to further serve a client in matters that encompassed a complete and successful financial program. My practice today still provides the tenets of wealth management and tax compliance with an emphasis on seniors.SpecialtiesWealth Management and Tax Compliance for individuals and small businesses.