Investment Services
Investment Services
Retirement
Few transitions in life are more important (or stressful) than retirement. You have countless decisions to make about your pension, Social Security, Medicare, 401(k) and IRA withdrawals, just to name a few. A CERTIFIED FINANICAL PLANNER™ professional like Pete can help guide you through these decisions to help you achieve your best possible outcome.
College
We are keenly aware of the enormous expense a college education represents for families like yours. Careful and efficient planning is key to prepare for this exciting next step. We use the most sensible tax-favored investment vehicles to help parents and grandparents accumulate funding for future education costs.
Business Retirement Planning
While owning your own business is often exhilarating, it can be exhausting too. One area we can help you with is choosing which retirement plan works best for you and your employees. Your decision on this not only impacts your own retirement, it impacts your recruitment and retention success.
Income Protection
Even the most robust financial plans can crumble when faced with a life-changing event like death, disability, or illness. We can help you mitigate the threat these circumstances pose to you and your family. Let’s find a tool that fits your unique situation and protects your paycheck.
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.
pfalstad@woodburyfinancial.net | (309) 664-2600