About Us |
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Steven Wood | Retirement Planner
Steve has a finance career spanning over 20 years. He spent the last six years focusing on helping clients create predictable retirement income. Steve helps his clients hedge against market volatility and hedge against taxes when possible. Steve is completely independent, so his client’s interests are always his only focus. He lives in Frisco with his wife and twin 3rd graders.
Steve Wood grew up in Rockville, Maryland, in a family of six children and two loving parents. Growing up, one of his most incredible memories was playing soccer while his father screamed encouragement from the sidelines. As a twin with his own twins, Steve can relate to his children’s competitiveness and sibling bond. In his spare time, Steve loves to work out, listen to music, teach his kids math, and tell dad jokes to help make his kids lighthearted. For Steve, his family, faith, and friends are the most critical parts of his life. Steve has been featured as a speaker and author in national podcasts and hundreds of seminars about retirement. He finds fulfillment in contributing time and money to animal rescue groups. |
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
We Love To Meet New People!
