Who We Are and How We Can Help You

 

 

 

Woodworth Financial clients are business owners and family stewards.  Our private clients want to understand their wealth better and ask us to assist their families in attaining their most important financial goals. 

Learn how we can help you integrate and organize your financial information in one place on your personalized financail home page.

Click Here: Business Owner Home Page

 

 

 

Your financial situation is complex (i.e. multiple investment accounts, real estate, wills, trusts, insurance, buy/sell agreements, etc.  Your family situation is complex (i.e. What's fair?  What's equal?  How do you get family harmony?)

Moreover, you have no shortage of uncoordinated advisors who are giving you expensive uncoordinated advice. 

 

  • Family Assets: What is most important about family to you?
  • Company Assets: What is the true value of your business to you?
  • Investment Assets: What must happen with these investments in order for you to feel more comfortable, more free and more happy?
  • Charitible Assets: When your Wealth Plan© is working you can contribute far more to your family and your community than you ever imagined.  How will you be remembered? 

Even though you have created a great deal of money you may not have a solid, dependable Wealth Management System© that is easy to understand, easy to explain or easy to monitor. 

We believe that success in wealth management isn't about how many advisors you have.  Success in wealth management begins with how many advisors you have working together toward your unique goals. 

A Team Approach
We are team leaders.  We are not accountants or attorneys.  We believe that your financial success is directly related to the synchronized management of your advisors.  Coordination and communication are critical to making sure all investment recommendations are made in the context of the big picture.

We Ask Great Questions Then Listen
Because your needs and desires always determine the solutions we start with what is most important to you and work backwards from there.  What are your hopes, dreams and priorities?  Listening and understanding is how we begin.
 
 
 
You’re Beyond Busy – So We Make It Simple
Making things simpler and better is hard work – it doesn’t have to mean more work for you.  To best address the needs of our busy, time-sensitive clientele, we regularly ask ourselves “Do our tools and processes save our clients time and make it easier for them to make decisions?”

Think Before We Act
Just like architects, car designers, and software developers we use prototyping tools to brief you and your advisors as you consider new investment opportunities or changes to your current financial plan.  Prototyping helps you visualize your financial future.  Modeling your financial strategy can help you from making a mistake today that you’ll have to pay dearly for later.

We Are Independent Advisors
Unlike a bank or investment bank we are independent.  This impartiality allows us to stay more flexible and draw on more resources. We always sit on the same side of the table as our clients when it’s time to review products and strategies.

Living With A Strong Purpose
The right priorities, the right people, the right tools, at the right time, in the right way, day after day is the smartest way to enjoying your accomplishments.

We want our client's to say “Before I met you I would drive up to work every day and see my name on my building. But I didn’t feel rich. Everyone told me I was rich but I just wasn’t feeling comfortable. However, after I worked with you I could finally see where I was and where I was going.”

Please call us to schedule no obligation consultation with a  Wealth Specialist. Thank you.  We’d love to work together and get all of your other advisors to do the same.
 
 
 
 
Woodworth Financial 
Financial Planning For A Higher Purpose

Phone: 313-640-9200

e-mail: info@woodworthfinancial.com

Website: www.woodworthfinancial.com.

Securities and *investment advisory services offered through FSC Securities Corporation, member FINRA and SIPC.  Woodworth Financial is not affiliated with FSC Securities Corporattion or registered as a broker dealer or investment advisor. Woodworth Financial is an insurance agency.