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Retirement Protection & Risk Prevention

Let Sevenwood Financial Services help you “Protect your assets while giving them more growth potential than low interest bearing choices commonly used for retirement savings”.

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Understanding Your Finances

You may have a pile of papers sitting in a drawer and you have no idea what they are or what they are doing for you. Everything in that draw should be reviewed to help ensure that you are on a solid track to reaching your financial goals.

Or, you could be completely organized and know exactly where you are at, but would like to be better educated on all your options.

A Note from Debbie

Below are just a few of the reasons why you should call us now:

  1. We are Independent. If you meet with a an employee from any of the well-known companies, they are obligated to recommend the offerings of that one company only, which limits your choices.
  2. We are constantly researching all the asset protection solutions out there and can pick and choose the ones that best fit your needs, while offering you the greatest growth potential, with no market risk whatsoever.
  3. We consider ourselves financial stewards, offering you moral, ethical and prudent advice that reflects your personal goals. After we meet, you will have a complete understanding of whether or not any adjustments need to be made to help you reach your financial goals.
  4. When our clients call us, they feel like they are calling a trusted friend. That is the feeling that you should have when making such important decisions about your financial future.

We can help you protect AND grow what you have worked so hard to earn. After our meeting, we will walk out the door leaving behind a more informed person and will have opened new doors of opportunity for your financial future to flourish and grow.

We take care of every client as if they were our own family. You will see that in everything we do. Let's get together soon and chat, with no obligation. At the very least, you will have a better understanding of your current financial status and a clearer picture of your future choices.