What to expect as a client

Wood Financial Services was founded in 2013 with the goal of helping people achieve their personal vision. We believe that comprehensive financial planning is a process, not an event and is based upon your personal goals, objectives and risk tolerance. Based on that enduring principle, our team has grown to a dedicated staff of professionals focused on developing strategies to assist our clients meet their long-term financial goals.

As part of the financial planning process, we strongly believe regular planning sessions are a key component to a successful long-term financial planning. Regular converstations allow us to discuss changes to your objectives or risk tolerance, and we use this opportunity to make necessary changes to your portfolio allocation. YOU will be proactively contacted by a member of the staff to schedule each planning meeting. While most meeting are conducted at our office, we are happy to review your accounts over the phone (email/Skype) if more convenient. Of course, if there are changes requiring immediate attention between meetings, we will contact you.

We have a dedicated staff of professionals to assist you with administrative functions of your accounts. They can assist you with everything from online access for your accounts to taking distributions from your portfolio. Please feel free to contact them with any non-investment related questions.

You will receive statements directly from Raymond James on a monthly basis and have secure access to your account online 24/7 via the internet. Information is provided directly from Raymond James giving you independent third party reporting.

We offer our clients a variety of educations opportunities including online information, newsletters, and seminars. We have several educations seminars during the year on a variety of topics –designed to assist you with some common questions investors encounter.

All seminars and events are listed on our website. The website is updated on a regular basis and provides a wealth of additional information.

We are committed to providing the highest level of customer service to you. Please let us know if there is anything we can do to assist you with your personal vision planning.