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Since 1977 this firm has offered life and health insurance products. In 1983 we added mutual funds, variable annuities, and variable life products. When Long Term Care or Nursing Home polices came into being we began offering them. We don't offer automobile or property insurance, but focus entirely on insuring people and the financial perils they face.
Our name is on the door, not an insurance company so that we may represent our clients to the insurance industry and not an insurance company to our clients. We hope you understand how different those two approaches are.
Visit, call, or use the electronic capabilities on this site to request information or quotes from us. Typically you will receive a reply within 48 business hours.
If you are a client, or a returning visitor, let us once again thank you for your continued patronage. After nearly 40 years of operation in this office and with thousands of Woodbury Financial associates across America I suspect I no longer have to tell you that we'll be here when you need us!
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."