My name is Rick Woodall; this is my site and my company. I am here to help you learn about your finances, and push to get them organized AND cleaned up. Then we move forward in an efficient and productive way that gets you where you need to go financially.

I hope you will take a few minutes to look over this site. You will find a brief outline of my business and the services /solutions my team can offer. You will find my approach and way of doing business is different from the average advisor you may have dealt with in the past.

My planning practice uses a lot more index and no-load funds combined with low cost term insurance and then strips down many of the hidden fees to benefit you. My office simply offers more for less. We then follow it up with competent, local service. We're here when you need us, year after year. Our goal is to work with you and your family for decades.

Use the menu above or the tabs below on this page to quickly find the information you need. Feedback is always welcome. We constantly strive to provide our clients and our potential clients with better products, better technology and a better client experience. Let us know how we can keep growing and improving! We appreciate it.