WEALTH AND ASSET MANAGEMENT

Welcome..



We are an Independent Financial Services firm partnered with World Equity Group, Inc. providing:



  • Planned Giving 
  • Investment Advice
  • Financial Planning
  • Asset Management
  • Insurance and Estate Planning
  • College planning and funding



A Safe place to discuss all aspects of your financial life



We believe electing a Financial Professional is a lot like selecting the family doctor. When selecting the person that is going to help you achieve your various financial goals keep in mind that this person plays an integral role in your success.


It is imperative that you and your investment professional understand each other and are comfortable talking to each other. As a rule this means you share the same values. The quality of the advice you receive is predicated upon your financial professional understanding the importance as well as the meaning of the answer(s) you supply to his or her questions. If communication breaks down the process ceases to be effective, so our goal is effective communication leading to a successful, expected financial outcome.


As an Independent Firm, our partnership with World Equity Group, Inc. offers you, our Client access to many of the top investment advisor's and programs available. Our family of companies includes T.D. Ameritrade, RBC Capital Markets, LLC, Fidelity and Vanguard among many others.


Contact us Today and see why Defender Financial Group is the choice for Independent financial advice and asset management.