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Our Process

Our Process

No two people are the same and our advisors know this better than most. Our deep financial knowledge and broad life experience informs our every decision, with only one goal in mind: your ideal future. 

With decades of experience, we’re excited to help you prepare for every eventuality, no matter what.

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Our Philosophy

Our Philosophy

We believe every person deserves access to sound, informed financial advice. Regardless of your situation, risk tolerance, and goals we’re ready to help you prepare for the future. Come rain or shine, together we’ll encourage your investments to grow for years to come.

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CULTIVATED FOR YOU

Your Goals Are The Key To Rampant Growth

The best futures are achieved through naturally diverse investments. Like the strongest of trees, the seeds you plant today will lead to a lush canopy of comfort and  shelter.

Organic growth underlies all that we do at Beene Wealth Management Group. Together, we’ll design a roadmap that starts with the future you want and helps you pursue your dream retirement. Our approach is designed to help your retirement weather the harshest of storms.

Your Goals, Our Strategies

Discover an array of services for all your financial needs.“Smart investing shouldn’t perplex, puzzle or confound.”
Our investment strategies provide clarity for each client’s financial plan and goals.

  • Investments

    “Smart investing shouldn’t perplex, puzzle or confound.”
    Our investment strategies provide clarity for each client’s financial plan and goals.

  • Retirement

    Retirement planning is an essential part of everyone’s life. We help navigate the transition whether you are in the accumulation or distribution phase.

  • Estate

    Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 25 years of experience, we'll help secure your legacy for generations to come.

  • Insurance

    Everyone’s insurable needs are different. Our dedicated professionals will create an insurance strategy tailored specifically to you and protect your family from the financial risks of life's unexpected events.

    Neither Woodbury Financial Services, Inc. nor its representatives provide tax or legal advice. Please consult with your tax or legal professional. 

    Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values nor is past performance a guarantee of future results.

    Neither Woodbury Financial Services, Inc. nor its representatives provide tax or legal advice. Please consult with your tax or legal professional.
Helpful Content

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

<p>Inflation - Back to the Future</p>

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.
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<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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<p>What Is My Current Cash Flow?</p>

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Have a question? We're ready to help.

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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.