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Planning & advice

What will retirement look like for you? Have kids and want to send them to college? Is your dream to travel the world one day? What about your emergency fund?

You need a financial plan. Powered by years of experience, our advisers can help you navigate life's big transitions and bring clarity to your decision-making. We take the time to get to know you personally in order to design a plan that aligns with your needs. 

Financial planning centered around you.

What we do

You have your own unique goals, time frame, and risk tolerance. Your plan should reflect that. By understanding your unique needs and analyzing your full financial picture, we'll help you consider and recommend a wide range of solutions that are tailored to your needs.

Your retirement

  • A range of individual retirement account solutions
  • Small-business retirement plan solutions
  • Allocating your assets to line up with your needs and risk tolerance

Your income 

  • Annuity options offering guaranteed income*
  • Insurance solutions that protect you and your family's financial well being
  • Longevity and the risk of outliving your assets
  • Planning for medical expenses and long-term care

Your family

  • Begin a 529 college savings plan
  • Access your insurance needs, including; life, disability, and health insurance
  • Establish a trust or appoint a trustee
  • Designate retirement account beneficiaries

A personalized approach

Having a solid understanding of your current financial situation is imperative in order to make prudent investment and maintain disciplined adherence to your plan. Our advisers specialize in creating easy-to-follow, understandable plans, and take a "hands on" approach to investment advise by educating you; sharing our knowledge and expertise.

Monitoring your plan

Unexpected life events and market fluctuations will occur. In order to ensure your financial plan aligns with your current situation and goals, we will regularly monitor your plan. We will consult with you to make adjustments as your life or market conditions change.

In short, we do the work so you don't have to.

Investing involves risk including the potential loss of principal. No investment strategy, including diversification, asset allocation and rebalancing, can guarantee a profit or protect against loss.

Neither Woodbury Financial Services, Inc., nor its registered representatives or employees, provide tax or legal advice. 

*Guarantees are subject to the claims-paying ability of the issuing insurance company.