Financial Planning

We develop your plan to show what’s required to reach your financial goals and periodically update it to account for unexpected life changes. After learning about your goals, we use Money Guide Pro software to develop specific action steps to help make sure you reach them.

COMPREHENSIVE OR NEED-SPECIFIC PLANNING:

Because not everyone wants or needs a comprehensive plan, we also offer stand-alone focused plans addressing individual components of a traditional comprehensive plan, from wealth accumulation, to retirement income planning, college funding, insurance protection, charitable and legacy planning.

UPDATED TO KEEP PACE WITH LIFE CHANGES

The minute your plan is complete, a life change can make it obsolete. Our plans are monitored and updated to keep up. We also offer online access to your plan so you can run your own “what if” scenarios and see first-hand how decisions you face may affect your progress.

Woodwell investment clients are entitled to planning services at no extra cost ($250,000 minimum account size applies). However planning-only clients can engage us to prepare comprehensive or specific-focused plans for a flat fee (varies by planning scope).

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC, Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). JWC, JWCA, and Woodwell Asset Management (WAM) are unaffiliated entities. Securities are not FDIC insured or guaranteed and may lose value. Investments are not guaranteed and you can lose money. Neither Woodwell or JWC/JWCA are tax or legal advisors and this information should not be considered tax or legal advice. Consult with a tax and/or legal advisor for such issues. Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with WAM are disclosed on this site, 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. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, access to this information must be limited to individuals who reside in the following states: AL AZ CA CO CT DC DE FL GA ID IL MA MD MI NC NJ NY OH OK PA SC TN TX VA WA

For a copy of JWCF’s Form CRS, JWCA’s Form CRS or JWC’s Disclosure Supplement please visit https://www.jw-cole.com/disclosures. By following the link, you consent to receipt of the Form CRS electronically.