Northwoods Wealth Management

Registered Investment Adviser

PROTECTING YOUR BUSINESS AND FAMILIES’ FINANCIAL FUTURE

Our financial planning services are tailored to the needs of each individual, business, and family.  Some of the services we offer include:

  • Hourly consulting and Q&A sessions
  • Retirement plan reviews and recommendations
  • Annual fee plans for unlimited advising
  • Debt reduction strategies
  • Business Planning including valuations, transition planning for the next generation or sale
  • Financial Goal Setting
  • Family Finance and asset purchase advice (real estate, precious metals, crypto)
  • Checkbook IRA- Enhanced Qualified Retirement Plan consults for check-book control over your IRA

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