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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.

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
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Newsletters
  • Understanding Stock Market Indexes
    No doubt you've seen headlines reporting that a particular stock index is up or down. But do you know what an index is, and how understanding the nuts and bolts of a
  • Four Lessons Grandparents and Grandchildren Can Learn Together
    If you're a grandparent, maintaining a strong connection with your grandchildren is important, but that may become harder over the years as they
  • Nearing Retirement? Time to Get Focused
    If you're within 10 years of retirement, you've probably spent some time thinking about this major life change. The transition to retirement can seem a bit daunting,
  • How long should I keep financial records?
    There's a fine line between keeping financial records for a reasonable period of time and becoming a pack rat. A general rule of thumb is to keep financial records only
  • What are some tips for organizing financial records?
    Organizing your financial records is a cyclical process rather than a one-time event. You'll need to set up a system that helps you organize
    
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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. 

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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.