“At Wood Wealth Group, the client is number one in all we do every day in all situations without compromise.
The financial advisors at Wood Wealth Group do not work for any one company, meaning we do not have any parent company mandates that might be at odds with client care; we work for you.”
ABOUT WOOD WEALTH GROUP
Robin Faulkner-Harrison has joined an established and growing financial planning firm- Wood Wealth Group. Wood Wealth Group was founded by a seasoned team of professionals who share the common goal of putting the client first.
Services offered include the usual — asset management with a focus on growing your money and making it last. However, we go the extra mile to cover all parts of your overall financial plan to help you to achieve success and financial freedom, however you define it.
At Wood Wealth Group, clients can expect the following:
- Advisors who listen to you and your objectives according to your values.
- Partnership with qualified professionals who put your needs first.
- Frank and easy to understand education in choosing options that put you in control.
- Transparency on costs and fees.
- Freedom from an aggressive sales environment where you feel rushed or pressured.
Robin offers a FREE consultation and financial plan to help you get started in the right direction, no matter where you are starting from.
“The best time to plant a tree was 20 years ago; the second best time is now.” – Chinese proverb
PRODUCTS & SERVICES
Services provided include:
- Retirement Planning to help maximize wealth while minimizing tax exposure.
- Investment Planning for specific goals including home purchase, college funding, starting a business, etc.
- Financial Position Planning for debt control and tax management.
- Estate Planning for fulfillment of your wishes when your estate is transferred to
- Defensive Planning and risk assessment to protect your assets and income.
- Senior Care and Long Term Care Planning to protect your legacy.
- Business Planning for succession planning and security of your assets.
Products and Tools to take action include:
IRAs • Roth IRAs • Disability Insurance • Life Insurance • Long Term Care Insurance •
Brokerage Accounts • Annuities • Mutual Funds • Exchange Traded Funds • Individual
Securities • Budgeting • 529s
CALL TO SCHEDULE YOUR FREE CONSULTATION TODAY!
Securities offered through The O.N. Equity Sales Company Member FINRA/SIPC. Investment Advisory Services offered through O.N. Investment Management Company.