You’ve worked hard and saved diligently to create a retirement nest egg for yourself, and now you are planning for retirement. Preserving your wealth, creating sustainable income throughout retirement and maintaining your lifestyle are probably your highest priorities.
We’re here to help you with wealth management needs such as income projections, distribution planning, and estate and legacy planning, as well as other essential needs such as life insurance and long-term care insurance. We start by calculating your nest egg score in order to evaluate where you are today and the planning necessary to help reach your financial goals.
To learn more about your nest egg score, click here.
Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Wood Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.
1101 W. River Street // Suite 170 // Boise, ID 83702 // P: 208.343.2001 // Map and Directions
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.