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Financial planning tailored to you

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. 

Planning for retirement

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:

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

Generating income in retirement

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:

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

Family protection planning

You want to provide the very best for your loved ones, and that can be a significant financial responsibility. We can help you:

  • Begin saving for education with 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

Centered around you

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.

Monitoring your assets

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.

Easy-to-follow, understandable plans

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.