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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

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Newsletters
  • Four Numbers You Need to Know Now
    When it comes to your finances, you might easily overlook some of the numbers that really count. Here are four to pay attention to now that might really matter in the
  • Student Loan Debt: It Isn't Just for Millennials
    It's no secret that today's college graduates face record amounts of debt. Approximately 68% of the graduating class of 2015 had student loan debt, with an average debt
  • Expect the Unexpected: What to Do If You Become Disabled
    In a recent survey, 46% of retirees said they retired earlier than planned, and not necessarily because they chose to do so. In fact, many said they
  • What is a funeral trust?
    A funeral trust is an arrangement entered into with a provider of funeral or burial services. Prepaying funeral expenses may allow you to "lock in" costs for future
  • What is a pet trust?
    A pet trust is an arrangement to provide for the care and financial support of your pet(s) upon your disability or death. You fund the trust with property or cash that
    
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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. Insurance Services offered through Sellers and Associates, which is not affiliated with Woodbury Financial Services, Inc. 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.


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.
 


Check the background of this financial professional on FINRA's BrokerCheck.