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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How Big Is Your Retirement Income Shortfall?
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Newsletters
  • Points to Consider If Your Retirement Goal Seems Out of Reach
    Each year in its annual Retirement Confidence Survey, the Employee Benefit Research Institute reiterates that goal setting is a key factor
  • Last-Minute Tax Tips
    It's that time of year again--tax filing season. And while many taxpayers like to get a head start on filing their returns, there are those of us who always
  • The Cost of Waiting
    Starting to save early means your money has more time to go to work for you. Even if you can only afford to set aside small amounts, compounding earnings can
  • How much can I contribute to my IRA in 2015?
    The combined amount you can contribute to your traditional and Roth IRAs remains at $5,500 for 2015, or $6,500 if you'll be 50 or older by the end of the year. You can
  • Is there a new one-rollover-per-year rule for 2015?
    Yes. The Internal Revenue Code says that if you receive a distribution from an IRA, you can't make a tax-free (60-day) rollover into another IRA if
    
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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.