In this report, you'll get:
An analysis of your current investments (the same work I do for my clients)
Identification of potentially risky choices
Recommendations of a personalized strategy that aims to achieve your retirement goals.
Tim Woods, CRPC®, is a 21-year veteran in the financial services industry.
Tim’s success as a financial advisor is complimented by his intimate industry knowledge; having served as a Regional Vice President for an Investment firm, supporting financial advisors in multiple states. He conducted comprehensive business building programs, including educational programs on financial markets and other related services.
Tim earned his certification as a Chartered Retirement Planning Counselor from the College of Financial Planning. He also holds Series, 6, 7, 63, and 66 security licenses with LPL Financial.