Our Services

Having a clear picture of your current financial situation is one of the first steps in creating a financial plan.  While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals and dreams have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial plan utilizing the following products and services:

• Retirement planning
  Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
   
• Tax management
  Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
   
• Estate planning
  Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
   
• Risk management
  Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
   
• Education funding
  Recommending investment and accumulation strategies to help you pay for your children's education.
   
• Investment Planning
  Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
   

Always putting our clients first, we offer both fee-based and traditional brokerage services, believing that one size does not fit all.   We believe flexibility for our clients provides them the best opportunity for their financial success. 

Neither Woodbury Financial Services, Inc., nor its registered representatives or employees, provide tax or legal advice.  As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.