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
- 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 PlanningNAPFA Start Date
January 10, 2022