Resources

estate planning

Choosing a Beneficiary for Your IRA or 401(k)

Estate Planning

Selecting beneficiaries for retirement benefits is different from choosing benef...

Introduction to Estate Planning

Estate Planning

What is estate planning? Simply stated, estate planning is a method for determin...

TAKE CONTROL OF YOUR FINANCIAL FUTURE

Let’s Talk

Who We Are

Our Story
Management Team
Find An Advisor
In The News
Careers

How We Help

Employers
Individuals
Advisors

Resources

Blog
SMARTMap Financial Wellness
Cota St. Investment Management
World Investment Advisors Form ADV3/CRS
Pensionmark Securities Form CRS

Contact

888-201-5488

Important Disclosures
BrokerCheck

Advisory services offered by World Investment Advisors, LLC. Securities offered by Pensionmark Securities, LLC, member FINRA/SIPC. World Investment Advisors, LLC is affiliated through common ownership with Pensionmark Securities, LLC.

Resources

Categories

Choosing a Beneficiary for Your IRA or 401(k)

Introduction to Estate Planning

TAKE CONTROL OF YOUR FINANCIAL FUTURE