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Centered Around You

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 can recommend a wide range of solutions that help protect what matters most to you.

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

Easy-To-Follow, Understandable Plans

Having a solid understanding of your current financial situation is imperative in order to make prudent investment decisions and maintain disciplined adherence to your plan.

At Legacy Planning Group, we strive to build plans that are not too complicated and are easy-to-understand. In addition, our advisors 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.