In today's ever changing U.S. economy and volatile financial markets it is becoming more difficult to understand choices and options you have for your RETIREMENT, INVESTMENTS &  HEALTH CARE PLANNING. There is so much information and opinions that it can become confusing, our mission is to help you through your  financial options in an understandable and simplified way. Our goal is to help give you financial confidence.

Contact us for a complimentary initial meeting, we provide our services by either a Fee or Commission, you decide. We also network with Legal and Tax professionals to assist you in those areas as well:

Financial Planning Services

401K and IRA options

Mutual Funds, ETFs, Stocks, Bonds

Retirement Income Planning

Retirement Health Care Planning

Aging Parents Planning

This communication is strictly intended for individuals residing in the states of FL, IA, IL, NC, NM, TX, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.
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  • When a Saver Marries a Spender, Every Penny Counts
    If you're a penny pincher but your spouse is penny wise and pound foolish, money arguments may frequently erupt. Couples who have opposite philosophies regarding
  • Give Your Retirement Plan an Annual Checkup
    Financial professionals typically recommend that you review your employer-sponsored retirement savings plan annually and when major life changes occur. If you haven't
  • Periodic Review of Your Estate Plan
    An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. It allows you to
  • What is a phased retirement?
    In its broadest sense, a phased retirement is a gradual change in your work patterns as you head into retirement. Specifically, a phased retirement usually refers to an
  • Are federal employees eligible for phased retirement?
    Yes, a phased retirement program is authorized by the Moving Ahead for Progress in the 21st Century Act or MAP-21. In 2014, the United States
Get the Aging Parent Planning e-book
Get your free Aging Parent e-book and purchase your Family Property Directory. Click here

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Investment Adviser Representative of, and offers Securities and Investment Advisory Services through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor. Sellers and Associates and Woodbury Financial Services, Inc. are not affiliated entities.

This communication is strictly intended for individuals residing in the state(s) of FL, IL, IA, NM, NC, OH, TX and WI. No offers may be made or accepted from any resident outside the specific states referenced.