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Are You Leaving or Inheriting $2M to $20M?

We minimize your lifetime tax bill.

 
 

Inherited Real Estate

It's a tall order, but we can help you navigate it.

 
 

Inherited Brokerage Accounts

You have the opportunity to start fresh, let us show you how.

 
 

Inherited IRA’s & 401k’s

Required Distributions can be daunting, learn the most efficient way to claim them.

 
 

Life Insurance Proceeds

Can help you through liquidity issues or create a generational legacy.

It’s a very difficult transition with the passing of loved ones.

You want to be a good steward of the wealth passed on.

We create a simple step-by-step plan to help you navigate it successfully. No financial jargon or complicated manuals.

Our Services

Tax Management

Inherited assets have different tax laws. Navigate them with confidence knowing that you aren’t overpaying Uncle Sam. This applies to “In the now” and also “Over your lifetime”.

Transition Strategy

Should you mix inherited assets with your own, or keep them separate? We help answer how and when it’s beneficial.

Early/Partial Retirement

Your inheritance may allow you to retire early or partially. We help you understand how to manage that without running out of money.

Generational Wealth

Gifting and transfer strategies can ensure your next generations maintain the comfort of generational wealth without squandering it.

Family Dynamics

Large sudden sums of money can fracture even the closest relationships. Learn strategies to navigate those conversations and when it’s appropriate to “help out”.

Our Trusted Client Reviews

With Sister Company Woodfield Financial Advisors

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K Rose profile picture
K Rose
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I had a fantastic experience with Martin for college planning advice. He was knowledgeable and incredibly easy to communicate with. Martin took the time to understand my family’s unique situation and offered clear guidance without ever being pushy. It was refreshing to get honest advice focused on what was best for us—not just what fit into a sales pitch. Highly recommend to anyone looking for trustworthy and stress-free financial guidance for college planning!
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Colin Sanderson profile picture
Colin Sanderson
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My wife and I have been working with Woodfield Financial Advisors for the last 6 years and we are extremely pleased with not only our financial results but just as importantly the service from Jim Dobbs. Jim is always ahead of the curve and will personally call us when market conditions warrant. We have complete faith, we only wish we started with Jim and Woodfield sooner.
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Richard Coleman profile picture
Richard Coleman
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I called WFA to see if they could help me with financial planning and was connected with Martin. I described my history and current circumstances and goals during which Martin asked quite a few questions. He then made some very specific recommendations and answered my questions in turn. I then asked if WFA offered any services that I should sign up for and, to my surprise, Martin said he didn't think I needed their help at this time but that I could call again if something changed. I offered to pay for his time but he declined that as well. The entire experience was so friendly and helpful!
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Partha Chandrakant profile picture
Partha Chandrakant
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Martin Konsor was extremely helpful in gaining a clearer understanding of my personal financial situation, various retirement strategies and the financial impact of a career change I am contemplating. With his input I was able to refine my own financial model.
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Jared Petras profile picture
Jared Petras
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From long range planning to yearly/monthly strategies, Martin and the WFA team are exceptional to work with. I feel taken care of and in the driver seat of my current and future financial goals and needs. Have recommended Martin to many friends and would recommend this firm to anyone looking to get a plan in place or continue their current financial management with confident experts. 5/5 stars easily.
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Nick Mccleave profile picture
Nick Mccleave
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Martin helped with every question I had at a very reasonable price. I even reached out almost a year later and he helped again with no new fees. Looking forward to working with them in the future.
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Ellie Muehl profile picture
Ellie Muehl
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Jim Dobbs has always answered my questions and managed my account for constant growth for many years
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Linda K profile picture
Linda K
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I chose WFA because of their fee-only option, fiduciary status, and excellent reviews. I was not disappointed! I met with Martin to get advice as I plan for retirement. His thorough analysis of my existing assets, my current life situation, and my future goals resulted in an easy-to-understand action plan that will help me feel secure in retirement. Martin was extremely helpful in advising me how to better maximize my current investments as well as how to direct new contributions going forward. His extensive knowledge and easy-going & personable demeanor were very much appreciated!
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Kathy Marrison profile picture
Kathy Marrison
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I have been a client of Woodfield Financial Advisors for nearly 30 years and have been very pleased with their professionalism, financial planning strategy and customer service. My advisor is Jim Dobbs and each year we sit down at least one time (or more) to discuss my portfolio, his strategy for me, and to learn if my financial needs have changed. Once we have discussed any changes on my end, the portfolio has been updated. Over the years, they have made changes to their strategy and always updated me before any changes have been made. Thus, my trust level has never waivered in 30 years. In fact, one of my sons, now invests at Woodfield Financial Advisors and Martin is his advisor. I know he trusts and appreciates Martin’s down-to-earth approach, honesty and advice. Jim, Don and Martin are a great team!
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Diana Dragicevich profile picture
Diana Dragicevich
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I have been working with Martin for a couple years and could not be happier with the support and guidance I’ve received. Financial planning can be intimidating if you’re not an expert and he makes the process approachable, easy to understand and he customizes his guidance to your specific needs. I think so highly of him and recommend anyone who needs financial planning services to work with WFA.

Meet the Team

Why do we have so many loyal clients at Woodfield? Because we have always given them honest, solid financial advice. We look out for their best interest and focus on delivering good old fashioned personal attention.

What We Do

A Holistic Approach to Your Entire Financial Picture
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Who We Are

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