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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

We help Business Owners & Plan Sponsors manage fiduciary responsibilities for existing plans and do a complimentary benchmark of your plan. Plan Takeovers and new startup plans are right in our wheelhouse. 

Welcome, I’m David Lesnick, a financial professional in Glendale, AZ. We understand that today's business owners face unique challenges. We live in a highly regulated period in time with contact ever changing laws, rules, regulations ect. These can be daunting to a business owner who is trying to run his(her) business, stay on top of changes in your respective industry and keep up with DOL & IRS rules and regs. We can help you stay on top of them.

Our personalized service focuses your needs, wants, and financial goals and objective, while you do what you do best, run your business.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with and helping you through these complex times, please call 623-640-7785 or email dlesnick@woodburyfinancial.net.

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Sound Financial Strategies For Today's Markets

Sound Financial Strategies For Today's Markets

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Your Road-Map To Endless Horizons

Your Road-Map To Endless Horizons

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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