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

*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.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@wmgllc.net | 715-231-8800