Creating your personalized financial plan takes diligence and an orderly process to ensure your information is gathered, all solutions are considered and details are addressed.
We ask about your goals, investment objectives and investment concerns you have. We produce a draft retirement plan and answer your questions. This service is complimentary to friends of our clients; we will not be selling anything, just listening.
We take all your information gathered in step one, carefully analyze it and develop your personalized wealth management plan based upon your specific criteria.
Once we’ve answered your questions and we decide to work together, we implement your plan.
We will speak with you on a regular basis, to update your plan based on changes in markets, the economy, and your evolving needs. Regular reviews are critical to ensure your portfolio remains consistent with your changing needs, tax situation and risk tolerance.
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.
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