"We are wise to be selective about the people from whom we obtain professional services. We look forward to the opportunity to help you secure your financial future."
David A. Lenius, LUTCF, CLU®, ChFC®, CASL®, RICP®, CFP®
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Adviser. Insurance services offered through Lenius Insurance & Financial Services, Inc., which is not affiliated with Woodbury Financial Services, Inc.
Newsletters
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SRI Investing: Not Just for Stocks
Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.
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Medicare Open Enrollment
This article explains the changes that Medicare beneficiaries can make during the annual open enrollment period from October 15 to December 7.
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Seeking Balance in a Mutual Fund
Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.
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A Quick and Dirty Guide to Credit
Learn about four financing options that might help small businesses expand, pursue new opportunities, or cover operating expenses.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Savings Accumulation
Estimate the future value of your current savings.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.