Our Services

We serve individuals and businesses in all areas of financial management, including:

 

Retirement planning

We help you make the most of your employer-sponsored retirement plans and IRAs, determine how much you need to retire comfortably, and help you manage assets before and during retirement.  We also help your business attract and retain qualified employees through benefit packages.

 

Risk management

We asses and explain your existing insurance policies and recommend policy changes when appropriate to find the best policy for your situation.

 

Investment Planning

We determine your asset allocation needs, help you understand your risk tolerance and recommend the appropriate investment vehicles to help you reach and exceed your goals.

 

Financial Problem Solving

We create strategies to help ease your financial burden and help you take meaningful steps towards savings.

 

Estate planning

We review your wills and trusts and help to preserve your estate for your intended heirs. We help you with beneficiary designations, reduce your exposure to estate taxes and probate costs, and coordinate with your tax and legal advisors.

 

Tax management

We look for ways to help reduce your current and future tax burden and refer you to qualified tax specialists.

 

 

Woodbury Financial Services does not offer tax or legal advice.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck