Amy Woodson
Financial Advisor|CLU®
Financial planning with energy & empathy
Personal
I possess a deep passion for empathetic financial planning, bringing a dynamic energy to assist individuals at every life stage with their financial goals
We do that by creating a safe space for my clients to talk about what's often the most important thing to them. Our clients are those who seek a judgment free zone and are ready to work to take action.
Raised by frugal parents on an olive farm, it was our community who surrounded and supported us. I paid for my own college education with scholarships, grants, and loans - training me to create efficient financial strategies today.
More than a career, this avocation in financial services is a passion of mine, because of my own personal story with Disability Insurance, Long Term Care, and Life Insurance. Ask me about what I learned and now pass along as free hindsight.
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Years of Experience
Contracted with Northwestern Mutual since 2021.
Education
Southern Illinois University, Carbondale - Business Management (Bachelor of Science)
LeTourneau University, Longview, Texas - Aeronautical Science (Bachelor of Science)
Palomar Community College, Vista, California - Professional Pilot (Applied Arts & Science)
My team & I focus on these areas of expertise
Financial Planning
Disability Planning for Physicians & Dentists
Tax-Efficient Strategies
Charitable Planning
Planning for Special Needs
Retirement Planning & Income Strategies
Business Employee & Executive Benefits Planning
Business Planning & Succession
Lending a hand in my community.
Being part of the community means using your time, talent & resources. It's more than sponsoring events, it's getting out from behind my desk and driving connections and getting my hands dirty locally.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with on a national level:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
