Kevin Woods (CFP®)

Kevin Woods focuses in the
following client markets or areas of practice:

  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Retirement Planning and "Planning to Make it Last": You are contemplating how to build it, keep it, and eventually live off of it. Over 75% of those that have a written retirement plan, one that is measurable and is directly linked to the way they live, are confident they will reach their goals. This is critical in order to have peace of mind in todays volatile economy and market. Let Gratus help you establish your written plan.

Additional Information

Our clients have commented about the high trust relationship that we have formed with them over the years. Character, ability, intent, and results are principles that create this level of trust. If you question the advice your professional is giving you, then there is a lack of trust. Visit our websit and meet our leadership team. We jointly find solutions for each of our clients, so they can benefit from all points of view.

NAPFA Start Date

March 28, 2007

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This Office

3350 Riverwood Pkwy SE Ste 1550 Atlanta, GA 30339-3358 Phone: (404) 961-6000 Fax: (404) 961-6020