Our primary goal for the clients we serve is for them to have confidence that we have their best interests at heart. Our personalized, hands-on approach can allow our clients to sleep well at night knowing they have an experienced team of professionals constantly monitoring and evaluating the critical details of their financial well-being. Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Marty Valade and Evan Ocepek are licensed insurance agents and, in such capacity, may recommend and help with the purchase of various insurance products directly through the selected carrier. Marty Valade CA Life Insurance #0A02856. Evan Ocepek CA Life Insurance #0H34782. WFS does not provide tax or legal advice. This communication is strictly intended for individuals residing in the states of AZ CA CO DE FL GA HI ID IL KY LA MA MI MN NC NJ NV NY OH OR PA TN TX VA WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.