Our History
Learn more about the professionals behind Sevenwood Financial Services
We are licensed in 11 states, and GROWING, adding states as we are referred
Our History - A Family Legacy
As Debbie and Eric continue to work side by side, they are proud to carry on the legacy Debbie established over 21 years ago. She laid the foundation for their family-owned firm, building it herself from the ground up, consistently helping people gain knowledge of how to live a comfortable life in retirement while enjoying the life-long friendships she has established with her clients.
They are proud to say they have insurance producer licenses in 11 states—and growing—Debbie and Eric's commitment to helping individuals protect and grow their hard-earned assets has influenced their values and mission.
Eric and Debbie continue to remain focused on providing exceptional financial services. Working with individuals in both major corporations and private sectors, they have honed their expertise in retirement solutions, ensuring their clients have access to the best products available. As an independent advisor, they collaborate with a variety of companies to design tailored retirement strategies that meet each client’s unique needs.
At Sevenwood Financial Services, they specialize in non-market retirement income solutions that protect assets from market volatility while delivering market-like returns. They cater to individuals aged 25 to 80, emphasizing a personalized approach that focuses on asset protection, wealth accumulation, and dependable retirement income.
They take pride in having helped hundreds achieve lifelong income strategies, enabling them to enjoy a worry-free and stress-free retirement. Understanding the common fear of outliving savings, they are dedicated to helping their clients grow their money while keeping it safe and out of the unsteady market.
As Debbie and Eric continue this legacy together, their mission remains clear: to provide independent financial guidance and outstanding service as our clients plan for a secure future.
GLASTONBURY
BONITA SPRINGS
"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.