Broker Check

Personal Financial

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.

Have a Question?

Thank you!