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.