Your client experience is centered around you.
Our goal is to help with everything around you, saving you time, energy and money, while reducing your stress and uncertainty. We are a fiduciary, which means we always put you and your needs first.
We work collaboratively with your tax professional and estate planning attorney to ensure that you have the best financial, legal, and tax advice. We work together to make sure we don't miss anything important, and that you don’t miss an opportunity to save money.
You can learn more about our guiding principles by reading our Core Values, as well as how that how to optimize your experience with Woodward Financial Advisors by reading our Engagement Standards.