Financial Services
An Independent Wealth Management Advisor
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you. *Complimentary 55 minute appointment or online meeting.** In 15 minutes, you'll obtain specific answers to the 4 most important financial questions that people ask. *Phone, Zoom (online screen sharing/ video) meeting or office appointments are available: Monday through Friday 9 am- 5 pm, or otherwise and weekends by appointment only. **Click the link for our automated online scheduler to reserve a complimentary consultation.
tdesberg@woodburyfinancial.net | (520)730-4414