About

Our mission is to build personal relationships and help you meet your financial and personal goals using our unique system. We follow our golden rules of always doing what is in your best interest and always remaining up front and honest. We provide a comprehensive range of services backed by our Woodruff Goal Planning System to address all aspects of your financial well-being.

• Comprehensive Financial Planning
• Retirement Planning
• Business Succession
• Education Planning
• Family Planning
• Risk Management
• Estate Planning
• Tax Planning
• Life, Long Term Care, Disability Insurance
• Investment & Portfolio Management