Since 1986, Jeffrey M. Woerdeman, CSA has helped identify the needs of individuals, families, and business alike.Whether you are just beginning to establish your net worth, planning for your retirement, buying a home, saving for you child's college education, or enjoying your retirement years; Jeffrey M. Woerdeman, CSA can help you achieve your goals.Jeffrey M. Woerdeman, CSA, Investment Adviser Representative, Financial Planner, specialize in personal retirement planning, long term care programs, estate analysis, and business planning for executives, business owners, practicing professionals, parents and individuals.He
works with people who want to improve their finances by formulating strategies plans and alternatives that seek to fulfill their visions.
In approaching your unique situation, he
begins with questions, not answers.Your Financial Profile is centered on your personal needs, and is developed by asking questions to fully understand your goals and objectives.Once you decide where you want to go, he
designs a roadmap to get you there.
"In serving our clients, I shall recommend that course of action I myself would take in the same situation."is a commitment that Jeff
has made in conducting my business.If you wish to begin your future today, stop by his
office or give him a call.