Services

LM Wood CFP offers multiple services. You can find the descriptions of all the services below. Pricing for these services is described in detail upon meeting with Mr. Larry Wood.

Comprehensive Financial Planning Services

For clients interested in an ongoing dynamic relationship with me, encompassing applicable aspects of financial planning integrated with professional management of their wealth, I offer investment advisory services upon completion of the financial plan. The financial plan establishes a basis for investment recommendations heavily focused on risk management. My goal is to get you where you want to be in retirement with exposure to the least amount of investment risk appropriate to your specific plan. I use a structured approach to the investment management part of the process to minimize volatility in a very volatile environment.

Financial Consulting Services

This service is more limited in scope and ideal for clients who seek more specific or focused advice. Maybe just a reality check on a plan you’ve already established for yourself, a big purchase decision, a potential financial impact from a job change or a simple forecast of your financial future. This is often the starting point for clients with less than $500,000 of investment assets. It gives both the client and me the opportunity to work with each other on a more limited basis to determine whether or not a long-term relationship is appropriate.

Tax Preparation Services

I prepare personal tax returns for the majority of my clients. This service also includes tax planning to assist the client in making quarterly estimated tax payments to the state and the IRS. I’ve been preparing taxes for clients since 1984. It’s a very good compliment to the investment advisory service I offer since investment activity is such a large part of most tax returns. Due to my tax background, I am able to effectively consult with clients on the various forms of business organizations; S corporations, Limited Liability Companies, Sole Proprietorships, Limited Liability Partnerships, husband/wife partnerships, etc.

Important Information

The Firm Brochure provided below provides additional information concerning the qualifications and business practices of LM Wood CFP.

Firm Brochure

Available below are the Privacy Policy and Statement of Understand for LM Wood CFP. Please take the time to read and understand both.

Statement of Understanding.pdf

If you are a new client, please download and fill out this questionnaire before you meet with Mr. Wood. If you have any questions about the questionnaire, you can call Mr. Wood during the hours he is available, check the Contact page.

Questionnaire.pdf