We create highly customized financial plans that are tailored to your unique circumstances and engineered to help you live for today, plan for the future, and attain your most valued dreams. Remember: if you don't have a plan, you are part of someone else's.
Deloitte (Tax Department), University of Mississippi (Ole Miss)
As a highlight of our BIG PICTURE approach, we maintain strategic alliances with experts across multiple specialties and disciplines. Serving as your financial advocate, we can conveniently coordinate with members of your existing financial team, or should you have the need, we can provide a personal introduction to our network of experts.
Individuals 50+ who have been building their savings, Divorcees, People with recent job changes: leaving job for another, laid off, etc., Widows, Widowers
Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is seperately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.