Educating and Overcoming
I believe in empowering my clients with sound, proven financial strategies. I specialize in helping ensure your wealth is both protected and growing. Together, we navigate the complexities of financial planning to secure your future confidently.
Where You'll Find Me:
-
![older-couple-hugging]()
“He explains things so that I can understand and he is very patient with me. Thanks Jeff”
-
![young-bearded-man-smiling]()
"I recently referred a friend who retired from the military over to Jeff. My friend found me at church and thanked me for the connection. Jeff was able to find him MUCH better strategies for his retirement funds than the military advisors were able to provide. Thanks for making me look good for referring you, Jeff!"
-
![man-with-hat-portrait]()
"Gotta love my friends at Elysium that helped me set up my trust as well as retirement plans so I can spend more time with my grandkids at the Aquarium"
-
![professional-man-headshot]()
"Jeff Wood has been great to work with. Rolling over my 401k was seamless."
-
![young-woman-headshot-portrait]()
"Jeff has been the greatest guide, helping me think through long term strategies. I’m young and don’t want to mess it up."
-
![formal-professional-man-portrait]()
"Jeff was able to show me how one specific retirement account was under performing greatly and that by moving it into an account that had a higher ROI and zero risk of losing any principle it would be able to generate so much more income for me during my retirement years. I would definitely recommend sitting down with Jeff. He will make sure that if there is anything that needs to be updated, it will be done correctly."
More about Jeff
Jeff Wood is a trusted financial planner with over 20 years of experience. As a CFP®, CPA, and CMA, he provides personalized financial advice, helping clients secure and grow their wealth with expertise and care.
