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How We Help

While we have the experience and knowledge to serve a wide range of individuals, we specialize in helping those preparing for or living in retirement. Your retirement will look different than that of your neighbor, spouse, or friend and it is crucial to work with a financial professional who understands these differences and can guide you to a retirement that is right for you. We serve as fiduciaries or "Investment Advisor Representatives" under Woodbury Financial Services, Inc., Registered Investment Advisor. We create innovative retirement plans and craft roadmaps for today, tomorrow, and beyond.

Some common questions we help our clients answer include:

  • How much money do I need to retire?
  • Are there ways I can avoid losing money in my investment portfolio?
  • What will happen to my nest egg during retirement?
  • Can I take a comfortable retirement income without running out of money?
  • What will inflation do to my retirement income?
  • If the economy is horrible, should I postpone retirement?
  • What if the stock market declines during my retirement?

As independent advisors, we are able to offer a broad spectrum of products and services to our clients and are motivated only by their successes. Contact us today to learn more about how working with our TEAM of Financial Advisors can help you pursue the retirement of your dreams.