LIFE IS ABOUT THE JOURNEY

CHART A COURSE WITH FINANCIAL PLANNING

Life is a journey, financial independence is a destination, getting there is a process. We develop financial plans that reflect your current situation and provide direction for the future. We integrate ongoing financial planning with the management of client assets. No matter where you are in your financial journey, our goal is to work with you to custom design a financial plan based on your long term objectives. Together we build a lasting relationship to help you and your family make better financial decisions. If you want an advisor who will carefully listen to your needs and goals and who will put your interests first—that’s what we do. We try to simplify the process and keep our clients engaged from beginning to end. If this sounds like a good fit and you want to chart a course to reach your financial goals, contact us today to schedule your complimentary informational meeting.

Robert E. Leger, CLU, ChFC is an investment advisor representative of Woodbury Financial Services, Inc. As an independent financial planner, he is dedicated to providing impartial advice recognizing his fiduciary duty to his clients.