Services
At Woodard Wealth Management, we provide fiduciary services and qualified assistance in the following areas:
Investments
- Fiduciary Accounts
- 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
*LPL Financial representatives offer access to Trust Services through The Private Trust Company N.A. an affiliate of LPL Financial.
Insurance
- Life Insurance
- Long Term Care Insurance