About LM Wood CFP

LM Wood was established as an investment advisor with the Securities and Exchange Commission on July 13, 1992.  I am located in Colorado Springs, Colorado and offer professional Wealth Management, Tax Preparation, and College Planning services on an "hourly fee" or "asset-based fee" structure.  This is the only way I know of where I can be completely objective and on your side of all issues.  There is no conflict between your interests and mine during our relationship.  I currently serve clients in Colorado and 9 other states across the U.S.   

Your dreams, goals and current resources are the basis for my initial analysis.  As your personal financial situation changes, so does my analysis of your future.  There is no “cookie cutter” approach to financial planning.  Your plan fits your goals and objectives.  You are unique and your financial plan will be too.

Financial planning is a dynamic process, not a one time event.  I expect to build long-term relationships with my clients and become their life planning coach.  As you go through changes in your life, I will be there to coach you on what makes the most sense from an objective financial perspective.  It doesn’t matter if it relates to retirement planning, taxation, estate planning, college planning, risk management or investment portfolios.  I’ll be there to assist and serve you every step of the way.

 

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About Larry

Accreditations