CONNECT

Address:

1228 Camellia Blvd, Ste D
Lafayette, LA 70508

Phone:

337-989-2685

Fax/Other:

337-989-2104

At Lynn Wood and Associates, we provide assistance in the following areas:

Financial Planning *

  • Wealth Accumulation
  • Retirement Goal Setting
  • Social Security Analysis
  • RMD and Retirement Income Strategies
  • Cash Flow Analysis
  • Review of Employer Plans
  • Tax Planning **
  • Estate Planning**
  • College Funding Plans

Investments *

  • Managed Advisory Accounts
  • Brokerage Accounts
  • Annuities
  • Alternative Investments 
  • Bonds
  • Common Stock
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • 401(k) Plans

Asset Protection

  • Focus on Downside Protection/ Risk Mitigation
  • Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance

*Securities and investment advisory services offered through Voya Financial Advisors, member SIPC.
** Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation
.