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Before becoming a fee-only financial planner, I worked as a teacher and then as a school administrator overseeing HR, including recruiting and hiring teachers. Too many people feel overwhelmed with their finances, always wondering if they're making mistakes. And too many people who want help are taken advantage of or shut out by our financial institutions

While that's wise advice for anyone, if you're part of the "Gen X" generation-born between the 1960s and early 80s-the reasons are particularly clear. As a busy professional, you spend the bulk of your time focused on your job, your kids, your home, and even caring for your parents. It's time to let experienced professionals focus on helping you make

Whether you invest to build wealth or preserve assets, Bezou Financial Planning Group and Woodbury Financial know the importance of planning strategically for your future. Our experienced team provides personalized service for your needs, wants, and long-term goals. Our first priority is helping you take care of yourself and your family. We want to