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* WMG, Waznik Moseler Group , LLC and Woodbury Financial Services, do not give tax or legal Advice.  However we will work with your tax and legal advisors to coordinate your accumulation, conservation and distribution strategies.

                               Individual Services 

As your life changes, so do your financial needs. As comprehensive advisors, we work closely with you through each stage in your life.   We offer flexible, individualized planning to grow with you.

Comprehensive Financial Planning We build a personalized plan to help you better understand your current situation and build a roadmap for the future you envision.  A key piece of this is identifying and minimizing risks that could get in your way.

 

Accumulation Strategies – Building your Wealth

Retirement Savings Programs

  • Traditional and Roth IRA's
  • Rollover IRA’s

Education Savings Programs

  • Sections 529 Plans
  • Custodial Accounts: UGMA, UTMA
  • Educational IRA’s
  • Coverdell Education Savings Account

Equity Investments

  • Individual Stocks
  • Mutual Funds
  • Exchange Traded Funds (ETF’s)

Fixed Income Investments

  • Corporate Bonds
  • Municipal Bonds
  • US Treasury and Agency Securities
  • Mortgage Backed Securities
  • Fixed Annuities

Alternative Investments

  • Real Estate Investment Trusts (REITs)
  • Unit Investment Trusts
  • Variable Annuities


Conservation Strategies – Managing Risks

  • Life Insurance Strategies
  • Long Term Care Insurance
  • Health Savings Accounts
  • Estate Planning
  • Tax Planning Strategies


Distribution Strategies – Planning your Income

  • Retirement Income Planning
  • Estate Planning
  • Charitable Giving
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Securities and Investment Advisory Services offered through Woodbury Financial Services Inc., Member FINRA, SIPC and Registered Investment Adviser. WMG Waznik Moseler Group, LLC. and Woodbury Financial Services, Inc. are not affiliated entities.
Not FDIC Insured • No Bank Guaranteed • Not a Bank Deposit • Not insured by Any Federal Government Agency • May Lose Value

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, FL, GA, IL, IN, IA, KS, MI, MN, MS, NV, NY, OH, OR, SD, TX, UT, VA and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.