Service Levels

Financial Wellness: It's Time to Start.

Our service provides the effort & expertise to get things right.





The Basics:

  • Collect Financial Data
  • Create your Financial Snapshot
  • Map & Review Its Structure
  • Make Sure Products are Adequate, Appropriate, Cost Effective & Goal Oriented
  • Suggest or Implement Structure Recommendations
  • Provide Organized File Folder Box
  • Provide Encrypted Flash Drive


Legacy Add-On:

  • Health
  • Banking
  • Insurances
  • Estate
  • Personal
  • Customize
  • Provide Organized File Folder Box
  • Provide Encrypted Flash Drive


Repeat yearly. Let’s make sure that adjustments to your financial situation, health and directives are current and as you desire.

Get and keep it there!

Schedule a Consultation

Need advice?

Continuing education keeps us young… continued practice gives us depth, knowledge and wisdom.  Feel free to contact us for advice on many matters financial.

We do it by the book.

We refer to the standards of financial planning from basic to advanced… as used by 1000’s. By being independent, we can recommend the best product(s) for the right situation(s) from a wide selection of providers.

Let us help you attain your financial goals in the right ways.

Securities and investment advisory services are offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

This communication is strictly intended for individuals residing in the states of PA, NY, OH, MD and FL.  No offers may be made to or accepted from any resident outside the specific states referenced herein.