Woods Financial

Financial Planners, Financial Planning Consultants, Financial Services

Be the first to review!

Add Hours

(508) 238-5857Call

Add Website

Map & DirectionsDirections5 Bristol Dr Ste 4South Easton, MA 02375 Write a ReviewWrite Review

More Info

Categories: Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services

Gallery

Add Photos

Be the first to add a photo!

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (508) 238-5857

Address: 5 Bristol Dr Ste 4, South Easton, MA 02375

Woods Financial

Taxes

Charitable Giving
Philanthropy is a rewarding way to build a legacy that outlives you. If charitable giving is important to you, we educate you on the various options for donations and recommend a plan that best meets your financial goals. We will work together to determine how charitable giving will impact your total financial plan.

Investment

Investment Management
After living in New York City for over a decade, Katie Brennan Kane relocated to Cape Cod looking for a career where she could have a direct impact on the lives of those she served. Katie joined Beacon in August of 2014 and quickly proved herself to be invaluable by creating many of the firm’s policies & procedures. Katie helped manage all the moving parts it took to grow Beacon to where it is today with a strong focus on delivering a “client first” approach. Katie was promoted to Operations Manager in 2017 where she oversaw the firm’s performance reporting, trading, billing, and new client onboarding. Katie passed the series 65 exam in May of 2019 and subsequently joined the Investment Committee. It was studying for this exam that helped Katie realize her interest and passion for the investment side of how Beacon manages a client’s financial plan. Katie completed Yale University's Investment Management Theory & Practice program and is studying to obtain her Certified Investment Management Analyst® (CIMA®) certification. Today, Katie serves as Vice President of Operations & Client Services and most recently was made Partner.
Mutual Funds
We work with you to determine an appropriate mix of investments based on your goals, time horizon and your risk tolerance. As a Fee-Only advisory firm, we deliver an independent, unbiased and objective investment experience. Through independent research, we have chosen a core investment portfolio of highly rated mutual funds from some of the best investment firms in the world today including institutional class and no-load funds.
Wealth Management
Heather brings over 14 years of experience in the financial services industry. She works with individuals and families to provide comprehensive wealth management services designed to manage, sustain and grow their wealth across multiple generations. She shifts the focus from investments to advice beyond investing and makes the time to understand your needs and goals to create a custom, holistic financial plan for you. Her goal is to educate and guide you to make sound financial decisions throughout your life.

Planning

Financial Planning
 Coffee & Conversation Webinar on 2/23: Philanthropy in Financial Planning melissakolcz Thu, 02/16/2023 - 08:42
Retirement Planning
Your financial confidence in retirement is important to us. We look forward to connecting if you are near retirement or you are currently retired. We will show you retirement income projections with a focus on maximizing social security and tax efficiency.
Asset Management
Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.

View All Services

Provided by

Browse

Woods Financial

More Info

Gallery

Reviews

Details

People Also Viewed

Woods Financial