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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:

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Mutual Funds, ETFs, Stocks, Bonds

Retirement Income Planning

Retirement Health Care Planning

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Newsletters
  • Quiz: Test Your Interest Rate Knowledge
    In December 2015, the Federal Reserve raised the federal funds target rate to a range of 0.25% to 0.50%, the first rate increase from the near-zero range where
  • How to Get a Bigger Social Security Retirement Benefit
    Many people decide to begin receiving early Social Security retirement benefits. In fact, according to the Social Security Administration, about 72%
  • The Importance of Saving for Retirement at a Young Age
    If you're an adult in your 20s, you are entering an exciting stage of life. Whether you've just graduated from college or are starting a new career,
  • How is GDP calculated in the U.S.?
    GDP, or gross domestic product, is a measurement of the total value of all goods and services produced in the United States over a given time period. It is used by
  • What is the most important component of GDP in the United States?
    We often hear in the media that consumer spending is crucial to the overall health of the U.S. economy, but exactly how important is it?
    
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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. Insurance Services offered through Sellers and Associates, which is not affiliated with Woodbury Financial Services, Inc. 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.


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.
 


Check the background of this financial professional on FINRA's BrokerCheck.