Sevenwood Financial Services
Non-Market Retirement Income Solutions
Protect and Grow What You Have Worked So Hard to Earn.
There is no need to subject what you have to poor market performance. Our clients realize market-like returns with none of the market volatility.
FIA (Fixed Index Annuities)
Retirement Advisor
Financial Services
Retirement Solutions
Ranked in the Top 100 in the country for the Past 8 Years
Financial Services
After meeting with us, you will learn how to protect the portion of your assets meant to provide dependable retirement income. What you have worked so hard to accumulate can be protected from market volatility without sacrificing market-like returns. We will explore all your options and introduce you to strategies that provide excellent growth potential, asset protection, and dependable income in retirement.
Retirement Solutions
You don't need to be of retirement age to think about retirement. Our client's ages range from 25 to 80. It's never too early or too late to start planning for your future or the legacy you want to leave behind for your loved ones. We will show you retirement solutions that never lose a penny due to market volatility. You will never again have to worry about losing what you have worked so hard to earn or worry about outliving your money. We will renew hope and confidence in your present and future financial goals.
Our Advantage
There are three ways that you can do business in the financial services industry: Online, Captive Agent, and Independent.
- Online may seem convenient and make you feel like you are in control, but without proper professional guidance you could be missing out on better options just waiting to be discovered.
- A Captive Agent is only allowed to recommend the products and resources of the one company that they work for, which greatly limits your choices.
- An Independent has access to all companies and all of their choices, allowing them to present to you the "best of the best" appropriate options for your financial situation.
We are INDEPENDENT. No one tells us what we can, or cannot, offer our clients. This gives you access to MORE information and BETTER choices. The retirement solutions that we work with "Protect your assets and at the same time give them much more growth potential than other choices used for retirement planning."
What our customers are saying
"We opened our account 15 years ago and have never lost a single penny when the market dropped. We are now taking an income from our accounts and have been receiving raises while taking the income. The returns from these accounts have resulted in us living very comfortably in retirement. We enjoy hearing from Sevenwood on every account anniversary to review our results and make decisions for the next year."
— Paulette C.
"I have been Sevenwood’s CPA for 20 years. I have enthusiastically watched the business grow over the years, all accomplished by their hard work and commitment to providing quality service to their clients. My experience with Sevenwood is that they have been very knowledgeable and ethical. I also have many clients that work with Sevenwood who are very happy with the advice they have been given and their accounts are doing extremely well."
— Mary M.
“Sevenwood is organized, professional, and they really know their business. They helped me and my husband organize our finances and guided us in a direction to financial success. I have 3 accounts, the first one opened 11 years ago. I am beyond delighted with the advice Sevenwood has offered, the growth of my accounts, and have complete confidence in their capabilities and recommend them to everyone I know.”
—Natalie G.