Our Services

Woods Financial Group explores all investment options including traditional and alternative asset classes. We make certain that our clients have acess to the best opportunities to achieve their desired goals.

Products and Services Offered:

Retirement Planning Alternative Investments
Tax Planning Estate Planning
Fixed, Indexed & Variable Annuities Asset Protection
Mutual Funds Portfolio Review      
Brokerage Accounts Life Insurance
Managed Accounts Long Term Care


After meeting with us our prospects and clients should feel comfortable about receiving proper guidance.

The investment professionals at Woods Financial Group work tirelessly to stay ahead of changes in the investment world. Our goal is simple; to make certain you have every opportunity to retire the way you've always dreamed of, and never run out of money.*

Woods Financial Group has dedicated their professional lives to helping retirees and aspiring retirees implement strategies to help create and preserve wealth in volatile and uncertain times. We developed strategies to help hard-working, affluent Americans preserve their retirement savings.

It's what we do, and we do it very well.

*Account performance is not guaranteed; Investors should review their goals and objectives thoroughly before investing.  Investing carries risk, including loss.