Our financial advisors work to help you get the best financial outcomes. Whether it’s a retirement plan through your business, or you growing your personal wealth, we can help you achieve your financial goals.
We help you identify your goals and objectives, design and implement disciplined strategies to achieve those objectives, and help you arrive at your financial destination – on time and on purpose. Our financial planning process includes:
One of the most important sets of decisions you will make involves preparing for retirement. It’s never too early to start thinking about retirement, and careful planning can make all the difference when it comes to ensuring that you can enjoy this next phase of life, confident that you have the income and long-term resources you will need. We can help you:
As retirement draws near, we can work with you to:
We help you implement tax-wise strategies to reduce your tax liability and keep more of what you earn. We provide you with year-round planning both for your tax liabilities as well as for your investment portfolio. We are full-time wealth planners who utilize both tax and investment strategies, and we employ a comprehensive approach to help you work toward your goals.
Unlike many firms, we focus on achieving the optimal total financial outcome – financial maximization and tax minimization. As tax planning specialists, we help you pay no more tax than the law requires. We monitor changes in tax law that could affect you, then we recommend – and help you implement – proven tax-savings strategies. We are planning your tax return a year before it is due – so there are no surprises, you know exactly where you stand, and course corrections can be made.
Our team of experienced professionals takes a proactive approach to help you maximize deductions as you seek to create and preserve wealth.
Note: Woodbury Financial does not provide tax advice.