"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

  • 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
Commercial Automobile

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