Michelle Santamaria

World Financial Group (WFG) is a Transamerica company that has been dedicated to helping individuals and families achieve financial security for over 20 years. With a network of independent agents, WFG offers customized strategies in life insurance, retirement planning, and wealth-building, focusing on the unique needs of each client. The company empowers clients to create a better life for themselves and their loved ones by providing tailored insurance options and financial education. Additionally, WFG offers opportunities for individuals to build their own financial services business, allowing for flexible income growth while supporting the community. Generated from the website

McAdam in Tysons Corner, VA, offers Advanced Wealth Solutions for individuals with $1 million in investable assets who are nearing retirement or already retired. Their three-step process includes discovering your ideal retirement, evaluating your financial situation, and creating a custom strategy to advance your retirement goals with clarity and confidence. With a focus on personal, long-term relationships and investments that work hard to minimize taxes, McAdam provides informational seminars and resources to help individuals take control of their future retirement income strategies. Their team of experienced financial advisors is dedicated to helping clients keep more of what they've earned and build the retirement they've dreamed of.Generated from the website