Tim Woodward (CFP®)

Tim Woodward focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives

Planning Specialties

We provide the following wealth planning services to Christian Families - Financial Planning - Cash Flow & Debt Management - Tax Planning - Retirement Planning - Estate Planning - Investment Management - Employee Benefits Review - Education Planning - Insurance Planning

NAPFA Start Date

January 10, 2022

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This Office

12052 Old Stone Drive Indianapolis, IN 46236 Phone: (317) 854-5656