119 W Virginia Street
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 advisors 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.
Our advisors will begin by analyzing your full financial picture, including your personal assets, workplace accounts, and social security benefits. Then, we'll help you create a long-term strategy that is appropriately diversified, enables flexibility, and aligns with your timeframe. Our recommendations may include:
When it comes to your future, it is important to have a plan that provides both guaranteed income and growth potential. We specialize in creating and implementing income plans for retirees. We can help you consider:
You want to provide the very best for your loved ones, and that can be a significant financial responsibility. We can help you:
Creating an investment strategy that fits your needs
You have your own unique goals, time frame, and risk tolerance. Your plan should reflect that.
We will ask about you, your family, your hopes and dreams. We will gather your financial information, and uphold our strict code of ethics - keeping your information completely confidential. By understanding your current financial situation, we'll position you so that your entire portfolio works toward meeting your needs and goals.
Unexpected life events and market fluctuations will occur. In order to safeguard your investments, 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.
Our advisors understand that having a solid understanding of your current financial situation is imperative in order to make prudent investment and maintain disciplined adherence to your plan. We take a "hands on" approach to investment advise by educating you; sharing our knowledge and expertise.
Neither Woodbury Financial Services, Inc., nor its registered representatives or employees, provide tax or legal advice.