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Partners In Planning
W. Jeff Sellers CFP®, CLU
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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.
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How Big Is Your Retirement Income Shortfall?
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Is Smart Beta a Smart Strategy for You?
Traditional investment indexes such as the S&P 500 are weighted based on market capitalization, the value of a company's total outstanding stock. This means the
Tax Benefits of Homeownership
Buying a home can be a major expenditure. Fortunately, federal tax benefits are available to make homeownership more affordable and less expensive. There may also be tax
Is It Wise to Trade Your Pension for a Lump Sum?
Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such as 401(k)s.
Are you ready to retire?
Here are some questions to ask yourself when deciding whether or not you are ready to retire.
What is an ERISA fiduciary?
The Employee Retirement Income Security Act (ERISA) was enacted in 1974 to protect employees who participate in retirement plans and certain other employee benefit
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Investment Adviser Representative of, and offers Securities and Investment Advisory Services through Woodbury Financial Services, Inc., Member
and Registered Investment Advisor. Insurance Services offered through Sellers and Associates, which is not affiliated with Woodbury Financial Services, Inc.
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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.
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