Our Services

As a financial advisor for 10 years, Peggy is dedicated to helping individuals and small businesses pursue their short-term and long-range financial goals.  Her greatest expertise lies in asset protection planning*, and she works with compassion and professionalism to help her clients strive to meet their financial objectives.

 

Peggy is fully licensed to help her clients with a variety of financial needs including: 

  • Retirement Planning
  • 401(k) IRA Rollovers
  • IRA's and Roth IRA's
  • 457, 401(a) and 403(b) Plans
  • Business Retirement Planning: SEP and SIMPLE IRA's
  • College Funding
  • Mutual Funds*
  • Fixed, Variable* and Index Annuities
  • Life Insurance
  • Health Insurance
  • Disability and Long-Term Care Insurance
  • Pensions & Profit Sharing Plans
  • Contingency Planning for Small Businesses

 

*Securities and investment advisory services offered solely by Woodbury Financial