The New Standard in Personalized Wealth Management

Investment Oversight Service

– Reviewing your investments and designing a personalized portfolio appropriate to your needs
– Year-long, continual monitoring of your investments
– Quarterly, semi-annual or annual meetings to: review and evaluate your investment performance,
update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you
– Quarterly Statements
– Independent Advice
– Recommendations regarding positioning of investments within your employer provided retirement plans
such as 401(k)s
– Quarterly “market watch” letter detailing our firm’s research, analysis and view of the current state of the investment markets

Tax Reduction Planning

– Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
– Quarterly review of your tax situation and planning to incorporate any new tax law changes
– Complimentary consultation with your tax preparer
– Recommendations of tax solutions including tax advantaged investments
– Staying up-to-date on and presenting new tax laws that can affect your situation

Retirement Income & Distribution

– Analysis of your income needs now and, in the future
– Continual development and implementation of recommendations to fund your income needs
and help maintain a comfortable standard of living
– Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRAs
– Analysis of the beneficiaries of your IRAs and how to establish an Inherited IRA

Family Wealth Planning

– Analysis of your current estate plan and concerns
– Complimentary consultation with your attorney
– Assistance in transferring assets to your Living Trust or other trusts
– Providing guidance with the appropriate and necessary steps in the event of the death of a loved one

Client Services & Communications

– Quarterly Newsletter to keep you apprised of the most current planning options
– Quarterly, semi-annual or annual reviews
– Special reports on how to help reduce your taxes and other important topics
– Special Gold Medal Service Events, including client appreciation events (where you may bring up to 2 guests)

Securities and investment advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC.

Fixed and traditional insurance offered through Hutton Financial Advisors, which is not affiliated with Woodbury Financial Services, Inc. 208 N. Main, Suite 200, Weatherford, TX 76086 888-340-8200 Neither Woodbury Financial Services, Inc. nor its representatives provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought.