Broker Check


Financial Assessment:

  • Current Portfolio Analysis
  • Debt Management and Reduction
  • Retirement Outlook Analysis
  • Cash Flow Analysis
  • Employee Benefits Review
  • Social Security and Medicare Analysis

Financial Planning:

  • Goal Setting
  • Retirement Income Planning
  • Multi-Generational/Legacy Planning
  • Small Business Retirement Plans (401(k), SIMPLE, SEP, etc.)
  • Education Planning
  • Estate Planning


  • Investment Selection Consultation
  • Rollovers, Pension Plans, and Annuities
  • Tax Efficient Investment Options
  • Personalized Performance Benchmarks


  • Life Insurance Review
  • Disability Insurance Review
  • Other Insurance Review (home, auto, health, etc.)


  • Investment Tax Strategies
  • Tax Preparation*
  • Tax Projection*

*Tax services offered by Mike Goodwin, a non-affiliate of Woodbury Financial Services. Neither Woodbury Financial Serivces nor any of its representatives may give legal or tax advice.