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Financial Planning
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The WoodTrust Asset Management team consists of experienced,
certified staff qualified in providing investment counseling and financial planning. Individual investors and retirement plan participants seeking in-depth planning and analysis find our assistance helps them to be more comfortable with their retirement planning options and decisions.
Skilled WoodTrust associates can assist clients by examining these issues and providing guidance that leads to a sound investment strategy.
When more detailed planning is required, WoodTrust utilizes various technical software such as Morningstar Principia Advisor Tools for investment analysis, and
Money Tree Software’s Total Planning System, for in-depth financial and estate planning.
Money Tree Software’s package includes the most advanced method of projection analysis,
Monte Carlo Simulation.
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Not FDIC Insured - No Bank Guarantee - May Lose Value
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Consumer Banking