What do you do?

We focus on providing personalized financial planning services for individuals and business owners. Many of our clients are either approaching or are already in retirement.  Others are planning for children's education and building their assets. We build a personalized financial plan for each client, and regularly review that plan to account for life's changes. We manage investments in client portfolios based on each client's goals, risk tolerance, and time horizon, and we monitor those portfolios closely so we can make changes where appropriate. We also provide clients with insurance protection through life, disability, and long term care products.

How long has Lynn Wood and Associates, Inc. been in business?

Lynn Wood and Associates, Inc. was founded in 1978. We are celebrating our 40th year!

How do I become a client?

Call us today to schedule a complimentary consultation with one of our financial advisors to talk about your situation. We will discuss your goals in a non-judgmental, friendly environment and create a customized action plan for you. After your initial meeting, you will have a good understanding of how we can work with you to help you get from where you are to where you want to be. You may call our office directly to schedule an appointment or email us through the “Contact Us” tab of our website.

Is there any cost for an initial meeting?

No, there is no fee for an initial meeting. It will be a chance for you to meet a financial advisor, ask questions, and share information about your financial goals and expectations so you can decide how to proceed.

What are the fees?

Lynn Wood and Associates, Inc. primarily works with clients through a fee-based, assets under management approach.

Our advisory clients pay no commissions, trading costs, or brokerage fees. Instead, our advisory accounts feature a single annual fee. It is calculated quarterly and debited from your account, based on the beginning and ending values of all of the accounts in your household (adjusted for any money you deposit or withdraw during the quarter). The fee is based on the value of your account. So, the more you invest, and the higher your account value grows, the lower your rate - potentially providing valuable savings to you.

Can I view my account online?

Yes, you may view your account online from the “Account Access” tab under “Client Center” on the homepage of our website. If you need assistance with setting up online access, please call our office  and one of our associates will gladly help you.

Who is Voya Financial Advisors?

Voya Financial Advisors (VFA), a member of the Voya Financial® (NYSE: VOYA) group of companies and a registered investment advisor and broker-dealer, is a leader in the retail wealth management business. Through its nationwide network of more than 2,000 independent financial advisors, VFA is focused on helping Americans advance their retirement readiness through education, financial planning and a broad range of personalized asset accumulation, protection and distribution solutions. VFA offers a complete and flexible advisory program designed to help advisors build growth-oriented businesses that focus on financial planning. For more information, visit www.voyafa.com.

Who is Pershing, LLC.?

Pershing, LLC supports Voya Financial Advisors with clearing, order execution, fund settlement, custodial services, reporting, and trading services. Pershing is the world's leading provider of financial business solutions to broker-dealer firms, registered investment advisors, and investment managers.