Our Services

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

Investments *

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning *

  • Retirement Plans
  • Tax Planning **
  • 401 (k) Planning
  • 403 (b) Planning
  • College Funding Plans
  • Estate Planning **
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care 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.