"With your trust we will guide you confidently in the direction of your dreams."
143 S Main St,
First Floor
West Bend, WI 53095
Phone: 262-247-8055
Toll Free: 855-265-3855
Fax: 262-381-1230
info@jasenwealth.com
Mon - Fri 8:30 - 5:00 PM
- Fixed Annuities: We shop for the highest rates with various guarantee* periods and features to choose from
- Variable Annuities: Flexible features with hundreds of investment options
- Mutual Funds: Hundreds of top fund families to choose from
- IRAs/Pensions/401K`s: Deposit, Accumulation and Distribution counseling
- Life Insurance: Comparative analysis of companies providing term, whole, universal, variable, variable universal and second-to-die with premium and death benefit guarantees*
- Life Settlements: Have you considered having your life insurance appraised? Get cash settlements for life policies no longer in need
- Trust Planning: Revocable/ Family, Irrevocable (ILIT), Charitable Remainder (CRT), Dynasty and Special Needs
- Estate Planning: Family Wealth, Accumulation, Preservation and Transfer
- Tax Planning: Income, Capital Gains and Estate tax analysis and reduction strategies
- Major Medical/Health Savings Accounts (HSA): Comparative analysis for coverage and rates
- Short Term Major Medical: One to six- month transition coverage
- Disability Insurance: Insure your most valued asset- your income
- Medicare Supplement Insurance: We search for the best coverage and rates available
- Long Term Care Insurance: We`ll compare various tax deductible plans to preserve your nest egg
- Critical Illness Insurance: Lump sum cash benefits provided with diagnosis of critical illness
- Home Mortgages: Please contact us for our leading professionals
- *Guarantees based on the claims-paying ability of the insurance company
- Neither Woodbury Financial Services, Inc. nor its representatives or employees provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought.
Simplified Employee Pensions (SEPs)
401(k)s/Pensions
SIMPLE Plans (Retirement Savings Plan for Employers with less than 100 employees)
Business Formation and Succession Planning
Tax Planning (In conjunction with Integrated Management & Accounting, LLC)
Executive Deferred Compensation
Business Life Insurance
Key Person Insurance
Split Dollar Insurance
Business Overhead Insurance
Business Continuation Planning
Buy/Sell Arrangements
Business Transition Planning
Group Long Term Care (LTC)
Group Critical Illness
Group Major Medical
Disability Insurance
401(k)s/Pensions
SIMPLE Plans (Retirement Savings Plan for Employers with less than 100 employees)
Business Formation and Succession Planning
Tax Planning (In conjunction with Integrated Management & Accounting, LLC)
Executive Deferred Compensation
Business Life Insurance
Key Person Insurance
Split Dollar Insurance
Business Overhead Insurance
Business Continuation Planning
Buy/Sell Arrangements
Business Transition Planning
Group Long Term Care (LTC)
Group Critical Illness
Group Major Medical
Disability Insurance
- Neither Woodbury Financial Services, Inc. nor its representatives or employees provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought.
Private Passenger Automobile
Valuable Property
Homeowners
Rental Property
Recreational Vehicles
Seasonal Dwellings
Dwelling Fire
Mobile Homeowners
Dwelling Fire
Jet Skis
Boats
Snowmobiles
Motorcycles
Motor Homes
Umbrella Coverage
Valuable Property
Homeowners
Rental Property
Recreational Vehicles
Seasonal Dwellings
Dwelling Fire
Mobile Homeowners
Dwelling Fire
Jet Skis
Boats
Snowmobiles
Motorcycles
Motor Homes
Umbrella Coverage
Commercial Automobile
Business Owners Program
Workers' Compensation
Commercial Property
Bonds
General Liability
Farm Owners
Garage Liability
Commercial Umbrella
Tools & Equipment
Professional Liability
Business Owners Program
Workers' Compensation
Commercial Property
Bonds
General Liability
Farm Owners
Garage Liability
Commercial Umbrella
Tools & Equipment
Professional Liability
If you have any questions ... We are available
Contact Us