Woodburn Financial is a locally owned, business insurance consulting firm located in Cincinnati, OH.
We work with business owners with 1-10 employees to assist with the planning for a secure financial future. We develop custom insurance solutions for business owners for both their business and personal insurance needs. Whether your company needs life insurance to protect key business partners, disability insurance to protect your income and business overhead, or you have a buy-sell agreement that needs funding, Woodburn Financial can help you.
We are in the business of of building long-term business relationships with our clients and strive to ensure that we provide the very best customer service, especially long after the plan has been implemented.
Our Philosophy
We recognize that every business has a unique set of challenges and opportunities. We work closely with you to help you avoid some of the normal pitfalls of being too successful.
Our Approach
We take a proactive approach by carefully analyzing your business’ overall financial picture. We look to pinpoint any inefficiency in your current insurance coverage. We will make recommendations on how to assist you in minimizing your business’ risk for maximizing your continued success.
