World Financial Group


Fluent in English and Spanish

As an independent broker, I have the ability to shop around for my clients to ensure they are getting the best product that fits their needs. While my office is in Tucson I can meet clients in the comfort of their homes. I am also able to do zoom meetings for those who are able to connect.

Schedule a complimentary, no-obligation appointment!

A Wealth of Resources 
World Financial Group, Inc. (WFG) gives you access to many financial products and the power to choose what’s right for you.

Services:

  • Life Insurance
  • Final Expense
  • Long Term Care
  • Annuities
  • Rollover 401(k) and IRA
  • Mutual Funds
  • Estate Planning (Wills and Trust)
  • 529 Plans (College Planning)

Contact: Alex Rodriguez, Financial Professional
Office: (520) 261-8515
Cell: (520) 848-8199
Email: AlexR@BenefitsAdvisorUSA.com
Website: World Financial Group
Located: 2560 E 10th St, Tucson, AZ 85716

Solid Financial Footing
When you have the power of choice, the future is yours to shape.

WFG associates who are properly licensed and registered with Transamerica Financial Advisors, Inc. (TFA)
can offer you even more options with the securities-related products they provide.

Whether you’re interested in life insurance, saving for retirement or building wealth, we have a wide selection
of products and services from well-known insurance and financial services providers that can meet your needs. And if you’re a small business owner, you should know about our array of strategies that can safeguard what you’ve built.

Individual Financial Services
These key concepts and strategies can help you get from where you are to where you want to be.
  • Financial Needs Analysis
  • Financial goal setting
  • Recommendations and implementation
  • Strategies for pursuing financial goals
Estate Preservation
Without a personal legal strategy, the value of your estate could be eroded by federal and estate taxes. This could result in a disposition of your assets that you did not intend to happen.
Some options are:
  • Charitable strategies
  • Charitable Remainder Trusts
  • Wealth Replacement Trusts
  • Irrevocable Life Insurance Trusts
Make sure to speak to your CPA to determine the financial impact of these and other strategies, and contact your attorney to draft wills, trusts or other needed legal documents. Life insurance is often a crucial part of a legacy strategy, and your licensed agent can help you determine which products may be appropriate for your needs.

Insurance Protection
An important part of preparing for the future is protecting it. Whether you live too long, die too soon or become
disabled, these products can help you and your family protect the life you have built.
  • Indexed Universal Life Insurance
  • Term Life Insurance
  • Final Expense
Retirement Products
A key to any financial strategy is preparing for retirement. Here are options to help you prepare for your leisure years.
  • Fixed Annuities
  • Equity Indexed Annuities
Long-Term Care Insurance
A plan to cover long-term care expenses is often overlooked but can be a critical component of a solid financial
foundation. Although your need for long-term care may be far into the future, the time to plan for it is now to help
ensure expenses are covered if and when extended care is needed.