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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.

                               Employer Services

Just as we work with individual investors, we realize each organization has it’s own culture and concerns and qualified plans are not one-size fits all. We work with area employers to design customized employee retirement plans that fit business needs.  

We work with employers both as the agent of record and on a consulting basis.  We can provide education to your employees inside or outside of an employer-sponsored retirement plan. 

 Contact us at 715-231-8800 or info@wmgllc.net to talk about how we can support your business and employees.

 Retirement Savings Programs –Build wealth

  •  401k and Profit Sharing Plans
  •  Money Purchase Pension
  •  Simple and SEP
  •  403b and 457 Plans

 Conservation Strategies – Managing Risk

  • Life and Disability Planning
  •  Buy/Sell Funding
  • Key Person Insurance
  • Long Term Care Insurance
  • Health Savings Accounts

 Consulting Services

  • Compliance Coordination
  • Employee Education
  • Investment Selection and Monitoring
  • Plan Design Analysis
  • Platform Analysis
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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.
 


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