Dear Investor:


In today’s fast paced world you are faced with numerous challenges. From preparing for retirement, funding a college education, planning your estate or simply minimizing taxes.

With the ever-increasing number of investment and insurance products available, the need for competent, experienced financial advice has never been greater.

At Worth Financial Group we are dedicated to providing our financial advisors with the resources they need to offer the highest level of independent, unbiased investment advice available. Few investment firms can match the depth of technology that Worth Financial Group has created for our financial advisors. As experienced financial services professionals, our representatives, on average, have in excess of ten years of experience in the financial services industry.


At Worth Financial Group we offer a diverse selection of products that never includes proprietary or “in-house” products. Contrary to most brokerage firms our financial advisors are truly autonomous in matching the best products and services to the needs of their customers. The focus is on enabling clients to achieve their financial goals and objectives. Providing clients with independent, unprejudiced investment advice is the essential ingredient to our formula for success.


I invite you to make an appointment with a Worth Financial advisor today and find out how he or she can add worth to your investments.




Jim W. Clark