Broker Check

Services

At Woodard Wealth Management, we provide expert assistance in the following areas:

Investments

  • Municipal Bonds
  • Corporate Bonds
  • Common Stock
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Mutual Funds
  • Exchange Traded Funds
  • Fixed Annuities
  • Indexed Annuities
  • Variable Annuities
  • Real Estate Investment Trusts

Financial Planning

  • Retirement Plan Rollovers
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Trust Accounts
  • Debit Card
  • Check Writing

Insurance

  • Life Insurance
  • Long Term Care Insurance