Our Planning Process

Working With a Financial Planner

One point of contact

Today, you probably handle your financial affairs by working with multiple professionals and through multiple institutions.  A financial planner helps to bring that information together to view it in one picture.  This allows you to make decisions that involve all aspects of your financial life working together.

Independent objective advice

G.S. Woods Wealth Management is fee based, independent investment adviser.  My goal is to offer you an independent, objective assessment of your financial condition.  As a fiduciary, I can give you clear, unbiased, recommendations with your best interests in mind.

No proprietary products or captive insurance arrangements

Ask me about my investment manager relationships and how they might benefit you.  Also ask about my 20+ life and health insurance carrier list I use through the insurance agency G.S. Woods Financial Solutions LLC.

Our Process

Following a strong process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that helps you prepare for the future, in a risk efficient and tax efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.

I have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build maximize wealth through a solid, tax efficient wealth portfolio.

With these goals in mind, we will work together to assess your total financial planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.

This goal-based financial planning approach is designed to help you:

  • Define customized short and long-term goals that ensure you choose only the right financial products and services
  • Identify roadblocks or gaps that might impact your financial planning strategy
  • Continually monitor your plan to ensure it meets your changing needs

Contact us today to find out more about my financial planning process and learn how a sound financial plan can help you achieve your goals.


What is Financial Planning?

Financial planning is about more than preparing for retirement. It’s about working to achieve short- and long-term goals, and helping protect the most important things in your life.

As a Financial Advisor, I will work with you to create a plan that includes solid insurance and investment strategies and is flexible enough to meet your changing needs.

The first step to achieving financial security is creating a strong financial strategy. We will work together to prepare a plan that helps you:

  • Prepare for a secure, comfortable retirement
  • Pro-actively manage and control debt, from major purchases to preparing for a child’s higher education in tech school or college
  • Provide for your loved ones in the event of death, disability or critical illness
  • Protect your business and your employees through affordable benefits