Broker Check

Services We Offer

Greenwood Wealth Management specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

 We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well-being.

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

Fee-based mutual fund and individual security programs

Separately managed accounts

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

Alternative Investments

Oil and Gas

Real Estate Investment Trusts

MLP's

Hedge Funds

Managed Futures

Precious Metals

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

Advisory Services

Financial Coaching

Budgeting & Saving

Recent Graduate Money Management

Divorce Planning

Education Planning

Retirement Income Distribution Planning



For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you.

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