143 South Main Street,
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/401Ks: 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.