Broker Check

Our Services

Remlinger Financial Group provides you with a breadth of knowledge, resources and tools to help you define and reach your financial goals. More importantly we are your partner, your personal CFO in all aspects of your financial life.

Your Personal CFO

  • Written financial plan
  • Two formal meetings per year
  • Complete financial assessment
  • Prioritize and set financial goals
  • Referrals and assistance with CPAs and attorneys
  • Assistance with property and casualty
  • Medicare consultation

Investment Management

  • Regular investment reviews
  • Consolidate and simplify accounts
  • Review existing 401(k) and IRA accounts
  • Online consolidated accounts

Wealth Management 

  • Retirement income planning
  • Estate and charitable planning*
  • Long term care planning
  • Maximizing Social Security
  • Insurance planning 

Helping You and Your Family

  • Multi-generational legacy planning
  • Insurance audit reviews 
  • Trust services*
  • Client educational events and seminars

Safeguarding & Due Diligence

  • Regulated by both SEC & FINRA 
  • 3rd party compliance and oversight
  • 3rd party investment strategists
  • 3rd party investment custodians
  • Insurance company due diligence
  • Disaster protection plan in place
  • Unbiased investment research

* Woodbury Financial Services does not offer legal or tax advice.