Our Services As a member of the Wealth Services Alliance®, at Ozanne Financial Services we strive to be your central resource for all things financial. The breadth of services we offer are designed to give you comprehensive guidance in a multitude of areas, so that we may eliminate the stress of having to consult multiple sources for your financial needs. You can rest assured that our dynamic team has the expertise and abundance of resources in-house to cater to any financial need you may have, especially in the following areas:Holistic, Fee-Based Financial Planning Retirement Income PlanningEstate PlanningTax PlanningInvestment ManagementCorporate Retirement Plan Fiduciary ServicesLife, Disability & Long-Term Care InsuranceBusiness Continuity & Exit Strategy Planning Neither Woodbury Financial Services, Inc., nor its registered representatives or employees, offer tax or legal advice. Call us today and see how our 68-year tenure can help put you on the road to financial success: 214-891-8131 or Email us below. Name Email Address Phone Question Thank you! Oops!