Financial Services
Professionals You Can Trust
Planning for you future can be a very confusing and complex process. We are here to help you every step of the way, whether it be income protection, asset protection, or wealth accumulation.
At SEVENWOOD FINANCIAL we specialize in tailoring our financial strategies to not only fit your current situation, but also provide a foundation for the future. No matter where you are in your financial journey, we endeavor to take you to the next level. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
Our staff consists of experienced professionals with a hands-on approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality.
At Sevenwood Financial Services we:
- Help identify your needs
- Explain & interpret complex language
- Assist you in making the appropriate choices to meet your financial goals.
- Be there for you 24/7
- Maintain complete confidentiality
- We NEVER charge a financial review fee
Why You Should Choose Us
You'll be amazed at how easy and comfortable it is to work with us.
We take pride in bringing new concepts and ideas to the table with every person we have met with. (including those who already have a Financial Planner)
Most of our clients had never heard of, or were never offered, these retirement income choices.
Below are some of the strategies that we can help you with:
- Balance market risk with your retirement funds
- Estate liquidity
- Pension maximization
- Maximize what you leave to your heirs
- Tax-efficient retirement income strategies
- Cash sitting stagnant in the bank
- Retirement income analysis
"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.