Woodbury Financial Services Inc.

 
 Where Service is First

While we can service all of California, our main service area is Coto de Caza, Dana Point, El Toro, Foothill Ranch, Irvine, Ladera Ranch, Mission Viejo, Newport Beach, Newport Coast, Rancho Santa Margarita, San Clemente, San Juan Capistrano, Trabuco Canyon and the surrounding areas.

Selecting a Financial Advisor in Orange County, California is a very personal decision. We suggest that you call for a complimentary evaluation. You can decide if we will provide an environment that meets your personal needs. 
 

HOW CAN WE HELP YOU?

Matthew A. Kasa, Investment Advisor Representative, provides wealth management solutions and services to individuals, families, and businesses. We help our clients implement financial strategies designed to help them accumulate, manage, and protect their wealth and pursue their most important financial goals. The ultimate goal we have for you is “financial peace of mind”.

People choose to work with a financial advisor for various reasons. Our clients choose us because of our independence, our experience, and our reputation for professionalism, honesty and integrity. They stay with us because our advice proves to be valuable and because of our personal service and attention to details.

WE OFFER CHOICES:

If you are looking for advice or planning only, we can provide those services for an hourly rate or for a pre-determined flat fee.

If you are looking to purchase investments, annuities, or insurance without the need of continuous management we can offer securities of almost any type or shop numerous carriers for annuities or insurance products tailored to your needs on a commission only basis.

If you need continuous monitoring, planning, and investment management we offer comprehensive ongoing advisory services for a reasonable asset management fee. We accept new clients with with a minimum of $500,000 in investable assets. “Investible” assets do not include equity in homes or 401(k) retirement accounts, since these are not available for management by the firm.
 
All of our fees or commission arrangements are fully disclosed in our Form ADV Part II document given to you at our first meeting and offered annually thereafter.

Most of our new business comes from referrals and from repeat customers. Most of our customers want “growth with safety”. We try to make sure that our clients get the right amount of safety for now and the right amount of safety for later. There is a risk/reward tradeoff that we make sure our clients understand and take advantage of.

Most importantly, our clients know they will receive consistent advice, planning and service, without sales pressure. Our advice and services are often coordinated with that received from the client’s legal and tax advisors generally resulting in a satisfying, long-term relationship founded on professionalism, communication, and trust.

Step One in our process is a face-to-face meeting to review your situation and understand you and your needs. There is no charge for this initial meeting. We then mutually determine if we should proceed to work together and move on to the next steps.

Step Two is a detailed analysis of your goals and situation and the alternative strategies available.

Step Three is the implementation of the selected strategy to meet your goals.

Step Four is monitoring your progress and making adjustments as needed to meet changing needs or conditions.

Call us today to schedule an appointment.

Again, the ultimate goal we have for you is “financial peace of mind”.

Matthew A. Kasa is securities licensed in Arizona, California and Nevada and insurance licensed in California,CA Insurance Licence 0E76802. Services are available only in jurisdictions where licensed to do business.