About Us

Since 1976, our clients’ financial well-being has always been our top priority at Wilshire Group Financial Services (WGFS).  When you engage with WGFS, a high-level view of your financial plan is reviewed to ensure that all aspects of your planning are addressed.  You will benefit from a solid foundation of true financial planning that encompasses Estate and Legacy Planning, Risk Management, Retirement and Savings Asset Accumulation, Debt Management, Tax Minimization, and Retirement Income Planning.  Our process is comprehensive and client-centered, relevant throughout the various stages of your life.  We achieve this by collaborating with hand-picked lawyers and accountants, and being forward-thinkers utilizing classic financial tools such as Life Insurance, Long Term Care Insurance, Disability Insurance, Critical Illness Insurance, and Annuities.