Personal Financial | Business Financial | Personal Insurance | Business Insurance

Personal Financial

• Fixed Annuities:
  We shop for the highest rates with various guarantee* periods and features to choose from
• *Variable Annuities:
  Flexible features with hundreds of investment options
• *Mutual Funds:
  Hundreds of top fund families to choose from
• *IRAs/Pensions/401K`s:
  Deposit, Accumulation and Distribution counseling
• * Life Insurance:
  Comparative analysis of companies providing term, whole, universal, variable, variable universal and second-to-die with premium and death benefit guarantees*
• Life Settlements:
  Have you considered having your life insurance appraised? Get cash settlements for life policies no longer in need
• Trust Planning:
  Revocable/ Family, Irrevocable (ILIT), Charitable Remainder (CRT), Dynasty and Special Needs
• Estate Planning:
  Family Wealth, Accumulation, Preservation and Transfer
• Tax Planning:
  Income, Capital Gains and Estate tax analysis and reduction strategies
• Home Mortgages:
  Please see "Trusted Professionals"
• Major Medical/Health Savings Accounts (HSA):
  Comparative analysis for coverage and rates
• Short Term Major Medical:
  One to six- month transition coverage
• Disability Insurance:
  Insure your most valued asset- your income
• Medicare Supplements:
  We search for the best coverage and rates available
• Nursing Home Insurance:
  We`ll compare various tax deductible plans to preserve your nest egg
• Critical Illness Insurance:
  Lump sum cash benefits provided with diagnosis of critical illness
  
  *Guarantees based on the claims-paying ability of the insurance
  company

Business Financial

• Simplified Employee Pensions (SEPs)
• 401(k)s/Pensions
• SIMPLE Plans (Retirement Savings Plan for Employers with less than 100 employees)
• Business Formation and Structure Planning
• Tax Planning (In conjunction with Integrated Management & Accounting, LLC)
• Executive Deferred Compensation
• Business Life Insurance
• Key Person Insurance
• Split Dollar Insurance
• Business Overhead Insurance
• Business Continuation Planning
• Buy/Sell Arrangements
• Business Transition Planning
• Group Long Term Care (LTC)
• Group Critical Illness
• Group Major Medical
• Disability Insurance

Personal Insurance

Private Passenger Automobile Valuable Property Homeowners Rental Property Recreational Vehicles Seasonal Dwellings Dwelling Fire

Mobile Homeowners Dwelling Fire Jet Skis Boats Snowmobiles Motorcycles Motor Homes

Business Insurance

Commercial Automobile Crime Business Owners Program Workers' Compensation Commercial Property Bonds

General Liability Farm Owners Garage Liability Commercial Umbrella Tools & Equipment Professional Liability

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Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Advisor,
114 Main Street, PO Box 427, Kewaskum, WI 53040, 800-568-0976.