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Our advisors are independent professionals who have built their clientele on a strong foundation of one-on-one relationships. Worldsource Financial Management advisors work with each individual client to understand personal financial goals, develop sound financial strategies and create a plan to obtain results. Plans are created to meet investor needs whether those needs call for capital appreciation, income or both. Many advisors are insurance professionals and are certified financial planners or hold a similar designation.

Mutual Fund Dealership

Today, over 800 independent mutual fund advisors channel mutual fund transactions through our dealership, Worldsource Financial Management Inc.

A mutual fund dealer is a company that provides the trading compliance and administration of mutual fund transactions. Regulations require that all mutual fund purchases be provided through a mutual fund dealer. We have a compliance team on staff to deal with all regulators and the major fund companies to ensure that transactions and services provided are compliant with the regulations of these governing bodies.

However, as we continue to set the highest ethical standards for ourselves, operating with confidentiality and integrity, we offer more than just compliance. Worldsource Financial Management provides proactive training, operations and sales support, technically advanced business management and planning tools to benefit both advisors and investors. As well, mutual fund advisors have access to a full suite of securities through Worldsource Securities.

Investments

Independence

Perler Financial offers a wide variety of Investments products. Our affiliation with a variety of investment companies enables us to provide you with a product you need, regardless of which company it is obtained from.

As Perler Financial Group is not bound to doing business with any one-product provider, our Associates can find the best investment product to suit your needs regardless of the company it is placed with.

A Specialized Financial Planning Service

Perler Financial offers a very distinct service which sets them aside from many other Financial Firms.

Upon gathering all your pertinent financial information, Perler Financial will then create a comprehensive financial plan directed specifically toward your financial objective - whether that may be Wealth Accumulation with investment funds & related financial products, Estate Planning or Retirement Planning.

This sophisticated software application, combined with Perler Financial Group's professional resources, enables our representatives to prepare a comprehensive financial plan and present to our clients powerful "what-if" scenarios. Seamless integrations facilitate all forms of financial modeling, allowing us to graphically illustrate the impact of virtually any financial planning concept. Through this process, Perler Financial Group will assist you in achieving your personal financial objective.