Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

TOGETHER WE MAKE A GREAT TEAM

Welcome to Insurance Planning online, where you'll find a wealth of information in the form of newsletter articles, financial calculators, and research.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

For those of you who have investment accounts with us, please click on the "Client Login" page and create a user ID and password (please note this is a secure site). To do this, click on the registration button, enter the temporary password, which is the numbers "208321", and then follow the prompts. This process will give you access to view your accounts.

You may view Woodbury Financial Services' Guide to Investing.

If you have a specific question or want more information, click on "Contact Us", drop us an e-mail message, or call us. You can even request an insurance quote. We're ready to help!

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OUR PRINCIPLE

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment please contact us.

WE ARE DEDICATED TO YOUR FINANCIAL SUCCESS

Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

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OUR SERVICES

At Insurance Planning, we provide expert assistance in the following areas:

INSURANCE

Disability Income Insurance

Life Insurance

Long Term Care Insurance

Individual Health Insurance

Group Health Insurance

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INVESTMENTS *

Bonds

Check Writing

Common Stock

Debit Card

Educational IRA

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FINANCIAL PLANNING *

Retirement Plans

Tax Plans

401k Planning

403b Planning

College Plans

Estate Plans

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