Personal and Estate Needs
We offer Personal and Estate Needs for clients of all ages. Whether you’re 25, 45 or 65 we offer Investment, Retirement, Insurance, Estate, Education, Tax, Legacy Planning or Cash Management services to meet your specific needs and adjust your needs as life events evolve.
| If you're 20-35, we can help: | Establish good spending and savings habits including budgets and pre‐tax savings opportunities |
| If you're 35-50, we can help: | Evaluate retirement readiness, Save for college, house, car, etc. |
| If you're 50-65, we can help: | Develop a retirement plan than aligns your savings with expected income needs |
| If you're 65+, we can help: | Turn your savings into income streams, Maximize Social Security benefits, Plan for a legacy |
Potential Solutions
| Investment | Savings, Mutual Funds, Real Estate, CDs |
| Retirement | IRA, Roth, 401k, 403b, Annuities |
| Insurance | Life, Medical, Disability, Long Term Care |
| Cash Flow | Budgeting, Emergency Account |
| Education | 529, Coverdell |
| Legacy Planning | Charitable giving, wealth distribution |
| Taxes | Minimizing income tax, reducing estate taxes |
| Estate Plans | Will, Trusts, Power of Attorney, Medical Directive |
Woodbury Financial does not render tax or legal advice.