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ALL BUSINESS IS PERSONAL
We strive to earn your trust

Letting someone become involved with your personal and business finances is a matter of real trust. You can be assured that we will work for you in the same manner we would work for ourselves. Every step we take is meant to help you reach your goals. Every recommendation we make will be fully explained and made in the context of your comprehensive financial strategy. Remember, we want you to be better off for being our client.
A WEALTH OF EXPERIENCE
Insightful advice from financial specialists

We bring a wealth of personal and business experience to the planning process. We have also taken the time to become specialists in various areas by continually educating ourselves through some of the nation's top financial planning organizations.
CREATIVE SOLUTIONS
Financial planning is not one-size-fits-all

Each client is unique, with a unique set of circumstances and requirements. You can expect that any plan we develop for you will never be the usual "cookie cutter" formula. We look at your needs and goals and figure out the best way to help you achieve them.
WE ARE CLIENT CENTERED
Our goal is to put your interests first

Whether it is finding out information you need or simply returning phone calls promptly, we treat you the way we want to be treated, with respect.
FULL-PICTURE FINANCIAL ADVICE
We want to get to know you

You'll notice we ask a lot of questions. That's because it is vitally important to understand your current financial situation, help you define your future goals, understand your risk tolerance, and truly understand who you are as an individual and business person. It isn't until we have the answers to our questions that we can develop a strategy that takes into consideration your immediate needs, short- and mid-term goals, and long-range objectives. Only then will we make recommendations on how to implement your strategy.
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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.
 


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