Financial planning and guidance for a brighter future
Invest with confidence and guidance. Benefit from a fully integrated, comprehensive investment strategy based on the insight of experienced advisors, customized to your goals.
Retirement Planning – Make a plan now, for the retirement you want later.
You know the importance of planning ahead. No matter your retirement vision, it is equally vital to have a trusted financial advisor to help you through the process of being prepared. We offer access to a full suite of retirement planning solutions including, IRA's, Mutual Funds, ETF, Bonds, 401k, consolidation, and more.
College Planning – Start saving today for yourself, children or grandchildren’s education.
Consider all of your options when joining a college savings plan. Our advisors will review the various plans and help you with individual commitments such as flexibility, tax considerations*, contribution rules, and costs and fees. We will help you develop a plan so you can be prepared when the time comes.
Wealth Building – Your legacy is so much more than money.
Hard work and confidence has helped you prosper. Beyond your retirement portfolio, there are factors in your life that you will want to prepare for, such as family and medical needs. Our experienced advisors can help you develop an insightful plan that moves you towards achieving your important goals.
Business Planning – Protect your business' future
Examine how you can safeguard the business you've worked so hard to build. Explore options and set up retirement plans and other options to help them grow with you.
Let's create a plan for your future.
Schedule a consultation, connect with an advisor today or call 301.383.9676.
*We do not provide tax advice. Consult your tax advisor.
Woodsboro Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Woodsboro Financial Services (TM) and Woodsboro Bank (TM) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the name Woodsboro Financial Services (TM), and may also be employees of Woodsboro Bank (TM). These products and services are being offered through LPL and its affiliates, which are separate entities from and not affiliates of Woodsboro Bank (TM) and Woodsboro Financial Services (TM).
Securities and insurance offered through LPL or affiliates are:
