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Services

How We Work

Our firm focuses on helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Why a Financial Planner?

As a financial planner we will get to know your goals and understand what is important to you. We can find plans that fit your diverse portfolio and help you to grow towards your short and long term financial needs. We understand that life can be unpredicatable and can help you navagate through the unexpected such as job loss, disability, health issues, or even market uncertainty. Through the ups and downs that life brings we can give insight on how to manage your investments so they last not just for you but for your kids and their kids. 

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

ben.giese@woodburyfinancial.net   |  808-382-0504