Retirement Solutions
Retirement Protection & Risk Prevention
YES - there are Non-Market Retirement Income Solutions that will provide you a guaranteed lifetime income with no market risk, whatsoever. Let Sevenwood Financial Services help you “Protect your assets while giving them more growth potential than low interest bearing choices commonly used for retirement savings.”
Whether you are looking for Growth, Income now, or Income later, our retirement solutions offer you choices that will fit your present and future financial goals with many outstanding and unique features that make them well worth your consideration.
Understanding Your Finances
You may have a pile of papers sitting in a drawer and you have no idea what they are or what they are doing for you. Everything in that draw should be reviewed to help ensure that you are on a solid track to reaching your financial goals.
Or, you could be completely organized and know exactly where you are at, but would like to be better educated on all your options.
Below are just a few of the reasons why you should call us now:
- We are Independent. If you meet with an employee from any of the well-known companies, they are obligated to recommend the offerings of that one company only, which limits your choices.
- We are constantly researching all the asset protection solutions available and can pick and choose the ones that best fit your needs, while offering you the greatest growth potential, with no market risk whatsoever.
- We consider ourselves financial stewards, offering you moral, ethical and prudent advice that reflects your personal goals. After we meet, you will have a complete understanding of whether or not any adjustments need to be made to help you reach your financial goals.
- When our clients call us, they feel like they are calling a trusted friend. That is the feeling that you should have when making such important decisions about your financial future.
We can help you protect AND grow what you have worked so hard to earn. After our meeting, we will walk out the door leaving behind a more informed person and will have opened new doors of opportunity for your financial future to flourish and grow.
We take care of every client as if they were our own family. You will see that in everything we do. Let's get together soon and chat, with no obligation. At the very least, you will have a better understanding of your current financial status and a clearer picture of your future choices.
"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.