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Helping You Navigate the World of Investments

Since 1977

Call Us Today! (920) 898-5773

Services

We offer personalized, hands-on service. We work with our clients to determine their specific financial objectives. We educate our clients about financial concepts and products and take the mystery out of investing, insurance, and estate conservation. 

We provide assistance in the following areas:

Investments

  • Brokerage Accounts
  • Investment Advisory Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Trust Accounts
  • Mutual Funds
  • Education Savings Plans
    • 529 Plans
    • Coverdell ESA
  • Custodial Accounts for Minors
  • Common Stock
  • Bonds
  • Government Securities
  • Variable Annuities
  • Fixed Annuities
  • Indexed Annuities
  • Immediate Annuities

Financial Services

  • Retirement Planning
  • Retirement Income Strategies
  • Tax Planning
  • 401(k) Planning
  • 403(b) Planning
  • College Planning
  • Estate Conservation and Planning
  • Profit Sharing Plans
  • Account Consolidation
  • Lifetime Income Planning

Insurance

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance

Tax Planning  (Woodbury Fiancial does not provide tax or legal advice)

  • Individual Income Tax Preparation and Planning
  • Estate Tax Planning