Protection Planning

A variety of factors can influence your risk level such as personal and professional liability, business ownership, property loss, lawsuits, disability, or a major illness. Our risk management process will help you protect your assets and minimize potential risk factors through insurance, repositioning asset ownership, and other protection strategies.

A number of risks can affect your overall wealth such as lawsuits, accidents, property damage, and other everyday factors. An asset protection plan is designed to transfer the risk of these events to insurances, repositioning of assets, and other protections affordable under your state laws.

Our services in this field include:

Insurance needs analysis and consultation

Insurance product and cost comparisons

Income replacement analysis

Insurance implementation

Working with your legal council to secure the legal protection available

Our insurance tools include:

Annuities (variable, fixed, indexed)

Term life

Universal life and Adjustable life

Whole life

Variable and variable universal life

Long-term care

Individual disability

Securities and Investment Advisory services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Adviser, PO Box 64284, St. Paul, MN 55164 (800)800-2638 Heritage Investors LLC and Woodbury Financial are not affiliated entities. Heritage Investors, LLC is an Independently Owned and Operated Company.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)^® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Neither Woodbury Financial Services, Inc., nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.

Protection Planning

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