Tom Wood is a Registered Representative of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of California, Arizona, Oregon, Nevada, Montana, Nebraska, and Texas.
No offers may be made or accepted from any resident outside the specific states referenced. Tom Wood is also separately registered as an investment advisor or is a separate investment advisor under NWF Advisory, a registered investment adviser, offering advisory services in the states of California Nevada, Wisconsin and Arizona.
No offers may be made or accepted from any resident outside the specific states referenced. Tom Wood is also separately registered as an investment advisor or is a separate investment advisor under NWF Advisory, a registered investment adviser, offering advisory services in the states of California Nevada, Wisconsin and Arizona.
Services
About The Advice Center: (530)244-7526 The Advice Center is an independent Financial Services firm that offers honest, competent advice to help our clients achieve their financial goals. The Advice Center can be a source for most of your financial concerns. Whether you want fee-based investment management, independent insurance advice to protect your family, or competent tax advice to lower your tax expense, we can help you.
As the former president of Accuracy Automotive Enterprises, an enrolled agent since 1992, and with over 20 years of business experience, Tom has a strong background in issues affecting business owners. As a Certified Financial Planner, with a Masters Degree in Financial and Tax Planning, Tom specializes in helping business owners and individuals implement effective retirement, investment, and tax planning strategies.
We offer numerous fee-based investment management platforms. Whether you want an asset allocation strategy using Modern Portfolio Theory managed by one of the nation's leading money managers or you prefer a Private Separate Account strategy to have ultimate control over tax strategies and cash flow strategies, We can help you manage an investment portfolio tailored for your individual financial needs.
We can help you to reduce the heavy burden of estate taxes with tax reduction strategies. We can help design a comprehensive estate plan so you you can take solace in knowing that your legacy will pass to your heirs with as little interference from the courts or tax authorities as possible. Additionally, administration in the event of disability or other incapacity should be addressed.
While no one wants to think about the possibility of needing either homecare or convalescent care, the reality is a majority of couples will need some type of care. Long Term Care costs can exceed $90,000 per year; this can quickly deplete a family's resources. Our firm has helped many people to plan for a secure retirement-including planning for the potential expenses of LTC assistance.
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