Services
How We Work
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Wealth Building & Legacy Planning
Financial and Estate Preservation Planning
Rollover IRAs
Retirement Income Planning
Retirement Distribution Planning
Traditional and Roth IRAs
Investment Management
College Planning
Business Owner Services
Executive Compensation Planning
Key Person Benefit Planning
Employee Financial Education
Insurance & Succession Planning
Personal/ Single K Plans
Simple & SEP IRA
Roth 401(k) & 403 (b) Set up and Rollovers
401(k)/ 403(b) Set up and Rollovers
Insurance & Protection
Life Insurance
Disability Income Insurance
Long-Term-Care Insurance
Medicare Insurance
Health Insurance
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.
gina.hitchens@woodburyfinancial.net | (251) 300-8230