Please read these success stories. Do any one of these scenarios sound familiar? Call us; Woodstock Financial Group can help you too.

David, a financial advisor at a large regional brokerage firm, thought he had a good thing. In his own eyes he was a success, was working independently and was well-liked by his clients. Late last year, his firm restructured their payout schedule and forced David to work in a branch office because his commissions did not meet their minimum for what they considered an OSJ. This further increased his haircut on commissions. He came to Woodstock Financial and as an OSJ owner is now receiving a 90% payout in addition to receiving training and marketing support on separately managed accounts, Real Estate Investment Trusts (REITs) and Equity Indexed Annuities (EIAs) from a variety of carriers. At his old firm he was forced to sell the proprietary annuities that factored heavily into his branch manager's bonus.

A baby boomer, Marty joined EF Hutton after graduating from college and taking advantage of the GI Bill. He diversified his business after getting his insurance license and knew it was time to go independent in the mid-1990s after seeing so many banks buying large brokerage firms. He knew he didn't want to be a bank employee and be forced to sell their proprietary products. His friends had all retired and wondered when Marty would spend more time on the golf course and less time at the office. At age 62, Marty was looking forward to retirement, but didn't have an exit strategy and was also concerned about income for his wife, Karen, who is disabled. He had numerous offers from other colleagues to buy his book of business, but they were offering paltry sums compared the potential income that would be generated from his clients' portfolios, after having diversified them in annuities and "C" share mutual funds. Marty received a postcard in the mail from Woodstock Financial and out of curiosity visited their website, www.woodstockfg.com. He then made the transition to Woodstock Financial and was able to direct his commissions to his wife upon his death. He and Karen are now enjoying retirement, living worry-free while traveling, golfing, and visiting their grandchildren whenever possible.

Mitchell was concerned about where the securities industry was going. He had gone through the training program at the largest brokerage firm and investment bank in the early eighties, built a loyal following of clients and referrals, survived a couple of crashes and was now setting up trusts and 529 plans for his clients' grandchildren. But because of his success and the number of high net worth clients, his firm was putting a lot of pressure on Mitch to annuitize his business. He didn't mind doing this for some of his older clients, but he had some GenXers who loved to trade stocks and options. After looking at several independent firms, he found Woodstock Financial Group, which allowed him to conduct wealth planning for his older, high net worth clients, charging them a quarterly fee for his services. Mitch was also able to retain his younger clients who are used to the "action," and trade equities and options on a commission basis.

Victor, a 58 year-old registered rep in Las Vegas, NV decided to take advantage of the hot Las Vegas real estate market. He had a lot of friends in his native Boston who were looking to retire to the Las Vegas area, so with the rising home costs and a built-in client base, it only made sense to get his real estate license. He notified his compliance officer at his broker-dealer, a large portfolio leader, of his new outside business and they denied his request for approval. Devastated, Victor found the Woodstock Financial Group website and read about their flexible independent program. Now, in addition to offering his clients a multitude of diverse products and services, he has an additional revenue stream with his real estate business along with a unique way to prospect for new clients.