119 W Virginia Street
Planning and 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 advisors can help you navigate life's big transitions and bring clarity to your decision-making.
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.
Creating an investment strategy that fits your needs
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.
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.