Most advisory firms want a relationship with your money. We’d rather have a relationship with you.
We can help you...
- Organize and simplify your finances
- Feel confident about your financial security
- Understand your workplace benefits
- Build portfolios based on academic research and evidence, not fads and marketing
- Make smart choices about Social Security
- Optimize your tax burden over your lifetime
- Establish your financial legacy
- Evaluate policies to insure against certain financial risks
Woodward Financial Advisors has had a wealth of successful relationships since 1995 and we look forward to the relationships that will come with the next 25 years.