Services

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

Investments:

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

Insurance:

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

Taxes:

• 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.