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
  • Saving or Investing: Is There a Difference?
    Financially speaking, the terms "saving" and "investing" are often used interchangeably. But the concepts behind these terms actually have some important differences.
  • Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
    Traditional economic models are based on a simple premise: people make rational financial decisions that are designed to maximize their economic
  • Open Enrollment Season Is Here: Give Your Benefits a Check Up
    Open enrollment season is your annual opportunity to review your employer-provided benefit options and make elections for the upcoming plan year.
  • Do I have to pay an additional tax on investment income?
    You might, depending on a few important factors.
  • How can I manage the net investment income tax?
    If you are subject to the 3.8% net investment income tax, there are strategies that may help you manage that tax. The tax is applied to the lesser of your net
    
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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.