Services Offered
Retirement Planning
Personalized strategies to secure your income and exceed spending needs during retirement.
Investment Management
Expert management of portfolios, including 401(k)s, to grow your assets effectively.
Financial Consulting
Comprehensive advice on financial options, tailored to your unique goals and concerns.
Seminar Workshops
Informative sessions at local venues to educate on financial planning basics and options.
Ongoing Client Support
Continuous guidance and availability for any questions or adjustments to your financial plan.
Reviews
5(5 reviews)
Rating Distribution
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Braden Soika
via Google
10 months ago
Most down-to-earth financial company I have come across. I am on the younger side of their typical clientele, but they know how to break the ice and make you feel at home. Lacy and Ian seriously know what they're doing, and they do so with such high passion and amusement. Not just that, they are incredibly effective. Once you work with them, it will be hard to want to do business with anyone else. Absolutely recommending them to everyone I know.! Thanks, guys!
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Tina Duboisvia Google
over 4 years ago
What a Fantastic team! Family run business has the best customer service, makes you feel like your part of the family. Truly professional and I trust them! I was a CPA for over 25 years and I can discuss issues with them and truly cherish their knowledge and get it done attitude. They have helped my portfolio grow and have realistically set me for my retirement. Go with the Woods!!!
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Keith O'Malleyvia Google
over 4 years ago
We had a pretty good start on our retirement plans before engaging Woods Financial to assist us. With their help we will be able to exceed our current monthly spend with secured income ensuring that our expenses will be easily met when I am ready to retire. They asked all the right questions and answered any concerns that we had along the way. My wife & I both enjoy working with Woods Financial and would recommend them highly.
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liz copenhavervia Google
over 4 years ago
We attended a meeting with Woods Financial at our public library. The information we received made us go home and look at our current investment accounts. We knew then that we wanted to meet further with Woods Financial and have them look over our accounts. They helped us understand what we needed to do to achieve our dreams during retirement. They are professional but made us feel comfortable in our decisions. We are know in our cabin in the mountains living our best life knowing Woods Financial is handling everything. We can call them anytime, with any concerns and they are right there to guide us. We feel like part of their family.
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L Thomasvia Google
over 4 years ago
My husband and I had our first appointment with Woods Financial approximately two years ago. (I had gone to one of their seminars and felt comfortable that I would not be made to feel like an idiot at my first appointment!) Neither one of us had any experience with financial planning. We had a little bit of money put aside in our 401(k)s and we weren’t sure how to make it work for us. The Woods Financial family is extremely understanding and patient and kind. They explained all of our options and when we were done we were confident we would ok in retirement. I recommend Woods Financial to anyone who asks me about how I went about preparing for retirement. I think my husband and I made the right choice!
