Our Services

• Tax-advantaged investing - to reduce your tax liability and let more of your money work for you 

• College planning - long-term planning to ensure you're ready when your children or grandchildren are ready. 

• Retirement planning - to design an investment strategy to help you meet all of your retirement goals 

• Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed 

• Estate planning - for preservation of wealth from generation to generation 

• Asset Management - providing you with fee-based asset management through Woodbury Financial Services (WFS), a Registered  Investment Advisor

• Tax Preparation & Filing

• Medicare Supplements 

• Long Term Care Insurance

• Life Insurance

WFS does not offer tax or legal advice.