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.