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Wood Financial LLC is a registered investment advisor in the Commonwealth of Massachusetts. Dr. Wood’s experience includes 8 years in financial planning and investment management, and 13 years helping financial organizations understand the needs of their clients. She is a Certified Financial Planner, member of the Financial Planning Association, and affiliate of the National Association of Personal Financial Advisors (NAPFA). NAPFA is the premier professional association for fee-only advisors.
SERVICES
Susan Wood
We offer Financial Planning and Investment Services. We do both Comprehensive and Targeted Planning. Our investment services include Investment Management and Advice-by-the-Hour.
With the growth of 401(k)s and other retirement savings plans, you either are—or are going to be—your own pension manager. Most of us are unprepared for this difficult role. To help, we have Retirement Services to help you plan and invest for this phase of your life.
FEE-ONLY COMPENSATION
Our only compensation is the fee you pay us. We do not sell products; we do not receive commissions. Our advice is free from this potential conflict-of-interest. If we suggest a product, it’s because we believe it is good for you, not because it provides us with income.
FIVE PROMISES
Every good relationship is founded in trust and well-understood expectations. You can expect us to:
1. Listen carefully to understand your goals and situation
2. Do thorough research and analysis to help you make informed decisions
3. Maintain your confidentiality as stated in our privacy policy
4. Put your needs first and avoid conflicts of interest
5. Provide full disclosure so there are no surprises
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tel - 617-864-7207, email - wood.financial@verizon.net