Meet Anna Zarate Hauser and Gary Hauser, Marketing Directors of World Financial Group-Clemmons Financial Center. Both Anna and Gary are licensed financial professionals and embrace the mission of World Financial Group to “educate one million families by 2020 on financial literacy.”
The office, recently located in Clemmons, allows them to offer a variety of financial programs and educational sessions to their neighbors. Anna and Gary have deep family ties to North Carolina. Anna grew up in King where her dad practiced internal medicine. She attended St Leo Catholic School, Bishop McGuinness High School, and graduated from Wake Forest University. Her family had emigrated from the Philippines, and she is currently president of FIL-AM Sangbayan (a Philippine-American cultural organization). Gary is a native of East Bend and has owned Mica Information Systems, an electronic health record management company, for 20+ years. As a family, they enjoy international travel; their son especially enjoyed his recent trip to Greece. With more than 20 associates and agents, their office is a multi-ethnic team of professionals. Some of their featured services include the following:
Offered every Tuesday evening at 7:00 pm and Sunday afternoon at 2:30 pm, these free workshops cover a variety of financial concepts. The workshops are held at their offices and can accommodate up to 30 people. The topics covered vary, and are highlighted on their Facebook page. One session may be on basic budgeting, debt consolidation, or investment/wealth management. Call to reserve your seat for the class topic of interest to you.
World Financial Group-Clemmons is a multi-vendor broker/agent for more than 100 insurance companies and services. The team is well versed on the options and can help you select the best policy for your particular situation/need. Rather than just sell a policy, they want their clients to understand why insurance is important and its value to the overall family financial planning and future. They are also happy to review existing policies you may have to confirm that they meet your needs and recommend changes or adjustments as appropriate.
Educating clients on investment options and strategies for retirement planning is of paramount importance to the World Financial Group-Clemmons team. Ensuring that their clients are active participants in money management, know what their investments are, and that they understand the concepts of affordability and sustainability, is part of the educational process.
The World Financial Group-Clemmons offers assistance in setting up wills and trusts via Legacy Shield, SM and Net Law, Inc.
Via partnership with Heartland Institute of Financial Education (HIFE), they will assign each student/family a “College Planning Coach,” who works directly with the students and parents, assisting them with the college planning, admissions, and financial aid process. The coach will help students identify particular areas of interest as early as the 8th grade. The Heartland Institute employs a variety of strategies to help position families and students to receive optimal placement and funding.
Through Debtmerica, LLC. World Financial Group-Clemmons assists clients in setting up realistic, workable budgets. If necessary, they coordinate repayment plans. As Anna shared, “We educate and empower people to manage their money.”
Other Insurance Types
World Financial Group-Clemmons offers property, casualty, long-term care, health insurance, term and whole life insurance programs from a variety of nationally recognized leaders in the industry.
Give Anna, Gary, and the team a call to set up an appointment at 336.986.9303 or firstname.lastname@example.org. Visit the World Financial Group website (www.wfgopportunity.com). Their office hours are from 8:00 am to 5:00 pm. Plus, they offer flexible appointment scheduling based on their clients’ needs. World Financial Group-Clemmons is located at 2554 Lewisville-Clemmons Road, Suite 103 (first floor). They are community-focused and members of the Lewisville-Clemmons Chamber of Commerce. Follow them on their Facebook page: World Financial Group-Clemmons Financial Center.