New Year’s Resolutions for Financial Health

After the holidays many people panic with buyer’s remorse, but it’s the perfect time to make your new resolutions and goals to better manage your budget, investments, and wealth. Perhaps you want to learn more about investing for retirement or wish to diversify your portfolio. Woodall and Associates are dedicated to helping individuals learn conservative retirement planning strategies and helping to create income for life that fits a multitude of different budgets.

Woodall and Associates are experts in their field coupled with hometown compassion. Partnered with the prestigious LPL Financial, you get the best of both worlds when it comes to your financial investments, a well-established corporation and your local advisor’s expertise.

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.

PRODUCTS & SERVICES AVAILABLE AT Woodall and Associates:

Investments
• Bonds
• Common Stock
• Educational IRA
• Traditional IRA
• Roth IRA
• SEP IRA
• Simple IRA
• Brokerage Accounts
• Treasury Bills
• Government Securities
• Treasury Notes
• Variable Annuity

Financial Planning
• Retirement Plans
• Tax Plans
• 401(k) Planning
• 403(b) Planning
• College Plans
• Estate Plans
• Money Purchasing Plans
• Profit Sharing Plans

Insurance
• Disability Income Insurance
• Life Insurance
• Long-Term-Care Insurance

Woodall and Associates understands that individuals face unique challenges as they prepare for retirement, and Woodall can help take the mystery out of preparing for today and tomorrow.

Whether your goal is saving for retirement, college savings, or estate strategy, their personalized service focuses your needs, wants, and financial goals and objectives.

The professionals at Woodall and Associates have years of experience in financial services and can help you address your needs of today and for many years to come. They look forward to working with you through all stages of your life, please call (352) 750-3051 to find out more.

Woodall and Associates
110 Cleveland Ave., Wildwood, FL 34785
(352) 750-3051
www.woodallwealth.com

Series 6, 7, 63, 65 held with LPL Financial
jason@woodallwealth.com
Securities offered through LPL Financial. Member FINRA/SIPC