PREVIEW - Woodbury Financial Services  Welcome to Woodbury Financial Services, Lisle, IL 

 

Woodbury Financial Services is a full-service Broker-Dealer designed for the independent Financial Services Professional with an orientation toward needs-based planning and long term client relationships. We have solid roots reaching back to 1910 and a future that keeps getting brighter.

Think of Woodbury and your representative as partners, focusing on helping you turn your financial aspirations into achievements.

Voted 2006 and 2009 Broker Dealer of the year*.   

 

Woodbury ranked No. 2 of 25 in revenue of Top Securities Broker/Dealer Firms by Minneapolis/St. Paul Business Journal.

Our role is to provide our Representatives with everything they need to help their clients achieve their goals.  Our Philosophy is simple… We succeed when you succeed.

* Investment Advisor magazine

 

Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →

Newsletters

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

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