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Woodstock Advisor Helps Set & Maintain Financial Strategies

clients to be proactive. They also will work directly with their clients’ trusted professionals, such as accountants and estate attorneys.

The breadth and depth of services includes, but is not limited to:

• Establishing financial goals and and preparing a road map for achieving them. • Helping families develop a cohesive investment strategy. • Helping executives optimize their compensation programs, including stock options, restricted stock and performance shares. • Navigating complex tax issues and developing strategies for minimizing taxes. • Planning income for retirement. • Helping retirees with their

Social Security claiming strategy, and with navigating Medicare. • Assisting small-business owners in establishing a retirement plan. • Assisting families with planning their beneficiaries, wills, powers of attorney, and overall estate. • Helping in the financial decisionmaking process upon the death of a spouse.

“We have an extensive network of professional service providers — health care, tax, estate planning, Social Security, insurance, business brokers — and we work directly with other providers to determine what is in our client’s best interest,” Gary said.

GROWING IN WOODSTOCK

With Gary and Wendy Helen now in their new hometown, he talked about plans to expand his business.

“We plan to grow in a purposeful way, continuing to provide additional services to all of our clients, while maintaining our commitment to the highest level of client responsiveness. We recently added an additional team member to achieve this end,” he said.

“Our growth in assets under management has been significant in the past five years, and our growth has been almost 100% referral-driven. We are expanding our established program of educational seminars to Woodstock this fall and aim to help more people each year. We look forward to meeting and working with our Woodstock neighbors.”

The Mission

FINANCIAL CONFIDENCE

“It is gratifying to see clients obtain confidence and reduce financial worry. We continue to surprise our clients with respect to the number of concerns we can assist with,” Gary said. Some specifics of the help his team has provided include:

• Balancing taxable and nontaxable resources in retirement income planning.

• Walking a widow, with no previous financial experience, through finances, insurance and managing the details of home and business properties.

• Navigating complex tax issues and developing strategies for minimizing taxes.

• Setting up education funds for children.

• Helping victims of identity and romance scams.

“Our educational programs address topics such as financial planning concerns specific to women, cybersecurity, planning for retirement income distributions, and estate planning,” Gary said.

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