Leslie D. Wood

What's your vision for the future? Your hopes and dreams are unique, and your plan to achieve them should be, too. My team and I will work with you to develop a comprehensive, integrated financial plan to help you:

• Protect your income and assets.
• Design investment strategies to help you fund education and retirement expenses.
• Manage your tax liability.
• Offer cost-effective benefits to attract and retain the best and brightest employees.
• Protect your business from the unexpected loss of an owner or key employee.
• Efficiently transition your business when you're ready to leave.
• Maximize your estate and create a lasting legacy.

My Mission

My mission is to help you create a lifetime of financial security. Financial planning doesn't happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, as a Estate & Business Planning Specialist, I can help. I understand the complex financial issues and the ways in which these issues might affect your future.

Comprehensive Integrated Planning

We assemble a collaborative team of advisors to address the many aspects of your financial situation, including:

• Executive Benefits
• Investment Management
• Risk Management
• Bank-Owned Life Insurance (BOLI)
• Company-Owned Life Insurance (COLI)
• Business Succession
• Wealth Transfer
• Charitable Giving 

With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.