Who We Are
We are teachers,
Our clients leave our offices feeling educated and understood. We are former teachers, with goals to simplify complicated matters. From retirement planning, college saving, to legacy building, we design custom-fit strategies to help
you reach your goals.
We also offer investment recommendations, financial advising, estate planning, wealth management, business retirement solutions and insurance products.
Our business services include retirement plan implementation such as 401k, SEP,
and SIMPLE IRA plans.
and experienced professionals,
We care about our clients and focus on building relationships. When it comes to financial understanding, we’re here to shine light on all the details, from A to Z.
We believe that educating our clients enables them to make the best financial decisions for themselves and their loved ones. Whether you’re just starting out or entering into retirement, we strive to instill confidence knowing that your friends at Brockmann Financial will be there for you and working with you.
acting as wise stewards.
We believe we are called to be good stewards of the resources to which we are entrusted. Our philosophy has been to follow biblical principles whether we are reviewing your retirement goals or finding insurance solutions.
We keep things understandable, and find tax-advantageous ways to help grow your money, doing it all at a reasonable cost.
Building relationships, wise stewardship and fostering trust are principles we’ve built our business upon.
Check the background of this investment professional on FINRA's brokercheck.
Woodbury Financial Services Form CRS: https://advgrp.co/FormCRS-WFS