Welcome!
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, IN, NC, NM, OH, TX, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.
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    It depends on the form you're filling out and whether your child is a new college student or a returning student.
  • Do you understand the definition of financial aid?
    The term "financial aid" goes hand in hand with paying for college. But it can mean different things to different people, and often the term is used in various ways,
    
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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.