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Atlanta, GA
Montgomery, AL

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Greenwood Wealth Management

(844) 228-9629

 

Services we offer


Comprehensive Fee Based Financial Planning*  

  • Present financial position
  • Adequate protection
  • Asset accumulation
  • Income tax planning strategies
  • Retirement 
  • Education planning
  • Estate planning strategies

Professionally managed investments*

  • Mutual funds
  • Direct participation programs
  • Real estate investment trusts
  • Variable annuities
  • College funding – Coverdell IRAs, 529 Savings plans


Individual investments*

  • Common and preferred stocks
  • Corporate, municipal, and zero coupon bonds
  • US government and mortgage backed securities
  • Flexible savings certificates and stock market certificates


Investment advisory programs*

  • Fee-based mutual fund and individual security programs
  • Separately managed accounts


Insurance and annuities

  • Term life insurance
  • Universal, Index universal Life Insurance
  • Variable* universal life insurance
  • Whole Life insurance
  • Disability income insurance
  • Long term care insurance
  • Fixed annuities
  • Indexed annuities