Insurance Services                                     

Our insurance planning involves an in depth review of your financial landscape along with an education on the best product options currently available in the marketplace. We offer both employer based and individual insurance solutions such as; Buy-Sell Funding, Business Continuation Planning, Individual Life Insurance, Disability Buyout Analysis, Individual Disability Insurance, Health Insurance, and Long Term Care Planning. Our goal is to build peace of mind by creating a plan that provides guarantees of financial security to your family.

 

Investment Management

Our investment philosophy is based upon building a relationship with scheduled service, communication and subsequent knowledge empowerment. Our portfolios are managed to align asset allocation and diversification with your risk tolerance.

We offer commission and fee based solutions for both employers and individual investors such as;

  • 401(k) and 403(b) planning - Including the "My 401K" service for individual participants        
  • SEP, Simple, ROTH and Traditional IRA planning and review services
  • Wealth Management Plans - Our fee based investment management platform for clients with $50,000 or more in investable assets
  • College education planning

Our goal is to provide peace of mind by creating a plan that you understand and that reflects your individual investment and retirement income goals.

 

Tax, Estate & Elder Care Planning

We welcome the opportunity to work with your tax and legal advisors to help ensure that your estate is transferred according to your wishes.  Proper estate planning will also help minimize your heirs exposure to taxes and costs of probate.

It is OK if you do not have a tax or legal advisor. We work with various professionals in our community who offer a broad array of services. We can assist in getting you pointed in the right direction if additional planning is a need we discover during your portfolio analysis.

 

 

Neither Woodbury Financial Services, nor its registered representatives, offer tax or legal advice.