When choosing a certified financial planner in the Hudson Valley, do you consider more than investments? When you choose Woodhouse Wealth Management, LLC, it's about studying your complete financial picture-your goals, dreams, and challenges-to create a personalized road map to help you get where you want to go.
Stephen J. Wood is a CERTIFIED FINANCIAL PLANNERTM professional with a focus on retirement and estate planning. He has more than 30 years of experience providing wealth management services in the Hudson Valley and beyond. From bull to bear markets to today's volatility, Steve's level-headed approach to investment planning helps keep many families like yours on track to reach their long-term goals.
Stephen J. Wood is a CERTIFIED FINANCIAL PLANNERTM professional with a focus on retirement and estate planning. He has more than 30 years of experience providing wealth management services in the Hudson Valley and beyond. From bull to bear markets to today's volatility, Steve's level-headed approach to investment planning helps keep many families like yours on track to reach their long-term goals.
Services
It's about more than just investing. It's studying your complete financial picture-your goals, dreams, and challenges-to create a personalized road map to help you get where you want to go. Stephen J. Wood, a CERTIFIED FINANCIAL PLANNERTM professional with a focus on retirement and estate planning, has more than 30 years of experience providing wealth management services in the Hudson Valley and beyond.
No matter what your level of wealth, working with us can help you pursue your goals. Together, we'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. By exploring each module in detail, we'll determine which ones require our immediate attention and which ones are more long term in nature.
Accumulation planning addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance. In today's world, there are common needs and desires people seek to accomplish.
To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
Risk management is intended to minimize financial and other losses potentially associated with risks to your assets, business, or health. Some examples of risk are personal and professional liability, business ownership, property loss, and catastrophic illness or disability. Your first line of defense is to identify your sources of risk and then to either avoid or minimize the major exposures.
Tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability. Although decisions are rarely made solely on their tax impact, you should have a working knowledge of the income or estate tax issues and costs involved. A major goal of tax planning is minimizing federal income tax liability.
Reviews
Be the first to review Woodhouse Wealth Management.
Write a Review
