CONNECT

Address:

4824 E. Baseline Road, Suite 135
Mesa, AZ 85206

Phone:

(480) 981-1333

Fax/Other:

(480) 981-1413

Our Objectives

  • To help you maximize the amount of money you will have over your lifetime
  • To help you reduce your income taxes
  • To help give you better accessibility over your money
  • To help you reduce your financial costs
  • To provide total needs-based and value-based insurance protection
  • To give you a better understanding of how your money is working for you
  • To provide organization of your financial documents and plans
  • To provide a process that compares financial strategies

We live in a world of complexity and rapid change

Keeping up in a changing world is difficult. Of the many money decisions that you must make, knowing which are appropriate is not easy. Information overload can lead to financial paralysis. You probably lack the time to properly research all aspects of your money decisions.

How we help: We help you cope with these changes by providing easy to understand and easy to follow financial models.
 

Government is constantly changing the tax laws

Changing tax laws make it difficult for the consumer to plan easily and successfully. The tax laws have become more and more complicated.

How we help: We can help you reduce your income taxes over your lifetime by providing tax strategies designed to simplify your financial life.
 

Stock Market Fluctuations and Risk
The stock market fluctuates up and down. It moves in cycles. A problem can exist when you need your money in a down cycle and your stocks have declined in value. Timing is important, but it cannot be controlled.

How we help: We seek to help you achieve your financial goals while lowering your risks through our process.
 

Misinformation Contained within the Media

Misleading information regarding financial products and strategies is prevalent on the Internet and in financial magazines, financial "How To" books and sales literature.

How we help: We explain how many money strategies and products being advertised and promoted today may become hazardous to your wealth and protection goals. We will help you select the appropriate products and strategies tailored to help meet your individual needs, wants, and desires.
 

*Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. Woodbury Financial Services does not offer tax or legal advice. Always consult a qualified professional for specific individualized advice. 

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