Financial Planning & Investment Management
We provides through Woodbury Financial Services, Inc. portfolio management, financial advisory, and tax planning services to a select group of individuals, business executives and high-net worth individuals. Our objective is to positively impact our client’s economic independence, to help our clients achieve their financial goals, and to proactively coach our clients to prevent expensive financial mistakes they may inadvertently inflict upon themselves.
We seek to provide our clients with clarity, insight, transparency and partnership through world-class personal service, financial education, ongoing expert advice, and access to institutional class investments. Our unique process enables discerning clients to build and execute a customized wealth management plan to meet their personal, business, and family goals.
Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.
Security and advisory services offered through Woodbury Financial Services, Inc. member FINRA/SIPC. Tax services offered through JLM & Associates independently of Woodbury Financial Services, Inc. Woodbury Financial Services, Inc. does not offer tax services.