- Retirement Income Planning
- Financial Planning
- Insurance (Health, Life, Long Term Care)
- Small Business Planning
Woodmen Financial Resources is a friendly, full-service financial firm that meets you where you are to help plan and protect your financial future.
When it comes to retirement planning, we’ll help you calculate when you can retire without out-living your money and how to minimize your income tax footprint. We’ll also work together to create a plan that accounts for the various market fluctuations that might occur over the life of your investments. We take a disciplined approach that balances risk and return when planning your investments.
After analyzing your current financial situation, we’ll help you choose and understand the investments that fit with your goals while providing the support you need to understand the various cycle stages of the market.
Through our financial planning services, we’ll share our experience, knowledge, and skill to help you create a logical plan for your financial future that covers your financial goals throughout life and takes any desired legacy transfer into consideration.
There are some things you simply can’t plan for, but proper insurance coverage can protect you and your family when the unexpected comes along. We can help you decide what’s right for you and your family.
If you’re a small business owner, we can help add value for your employees’ retention through benefits, provide tax write-offs for you as the business owner, and make sure your business continues for as long as you want it to – even if something happens to you.
We work with clients of all ages and financial situations, offering high-level customer service that makes all of our financial services personalized, practical, convenient, and easy.
Call us at 920-499-8833 or email us at firstname.lastname@example.org.
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