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Financial Planning

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.

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education 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.

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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.

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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.

Retirement Vacation Concept

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.

Our LPL Financial Advisors are committed to your goals. We believe in putting the focus on you to first build a personal relationship and get to the heart of what you really want to pursue. Our advisors take pride in their dedication to getting to know you, your financial position, and your goals to help you prioritize and develop a sound financial strategy, and stay on track so you can pursue your long-term goals.

Personal Consultation and collaborative support

Professional financial analysis and recommendations

We go beyond investments by working in coordination with the professionals handling other aspects of your finances, including, tax and legal, to help you manage the bigger financial picture

Click Here to meet and book an appointment with our our financial advisors.

ARE YOU READY TO open a new account?

Call 301.898.4000 or contact our branch team.
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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 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) or Woodsboro Financial Services (TM).

Securities and insurance offered through LPL or affiliates are:

Not FDIC Insured I Not Bank Guaranteed I May Lose Value I Not Insured by any Federal Government Agency I Not a Bank Deposit

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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are registered or licensed. No offers may be made or accepted from any other resident of any other state.