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.
