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WHY INDEPENDENCE MATTERS
Custom-tailored financial tools

Financial advice is easy to come by, but finding sound financial advice from an independent advisor is a more difficult task. Not all of those who offer financial advice are independent.

The financial landscape is changing, and now, more than ever, we believe independence should be first on anyone's list when looking to establish a relationship with a financial professional.

We are under no obligation to represent or use specific financial products or instruments produced by any firm. We can provide financial tools to our clients from a broad array of national resources. That means we offer advice based on your needs.

Advisors who are employed by some of the larger firms may be required to recommend products produced by their firms which may not always be the best fit for their clients.
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Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor. Insurance services offered through Mappa Wealth Management, which is not affiliated with Woodbury Financial Services, Inc.

NOT NCUSIF INSURED • MAY LOSE VALUE • NOT A DEPOSIT • NO CREDIT UNION OR FEDERAL GOVERNMENT AGENCY GUARANTEES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.





This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CT, FL, GA, IL, IN, IA, KS, MI, MN, MO, NV, NJ, NY, NC, OH, PA, SC, TN, TX, VT, VA, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


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