We're a financial planning company, but we like to talk more about relationships than we do money. With over twenty five years in the financial planning industry, and with countless client relationships still going strong, the beauty of our job has always been sitting down and talking about what makes you tick.
Tell us where you'd like to be today, tomorrow, and years and years from now. We'll help you get there. We specialize in working with people who are going through a Life Transition. Examples: Buying or selling a business, getting married, closing in on retirement, relocating, receiving a windfall inheritance, divorcing, widowed, finding yourself between jobs, having a death in the family, negotiating an executive pension package.
Tell us where you'd like to be today, tomorrow, and years and years from now. We'll help you get there. We specialize in working with people who are going through a Life Transition. Examples: Buying or selling a business, getting married, closing in on retirement, relocating, receiving a windfall inheritance, divorcing, widowed, finding yourself between jobs, having a death in the family, negotiating an executive pension package.
Services
Our relationship doesn't end once your plan is in place. Together, we'll continue to meet and discuss your financial picture and determine if and when to modify your portfolio based on your present circumstances. And with the latest technology tools, you can quickly access your entire financial outlook on the device of your choice (computer/laptop, tablet, or smart phone).
Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. As your advisor, with Woodbury Financial Services, you can expect our firm to guide you through a disciplined investment process and monitor your portfolio in a manner that is consistent with your Investment Policy Statement.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Respect is at the heart of our relationships and we always seek to understand your needs and objectives. Your financial and investment needs are unique to you and we will work to find the best solutions. We respect your goals and objectives. Trust is earned. We work to earn and retain your trust through respecting your interests and serving you with integrity.
We believe that the most important way we help you stay disciplined, focused and on track is our comprehensive wealth advisory process. As the diagram below shows, the process is designed to uncover your full range of financial needs, from wealth creation to wealth protection to preserving your legacy.
Reviews (1)
Mary Beth Masterson
Dec 06, 2018
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