Financial Planning

As, "Your Partner in Financial Planning," we are committed to providing you and your family peace-of-mind that your financial well-being is in good hands. We understand the importance of building strong relationships with our clients to dig deep into their goals and concerns of their financial and personal lives. 

Our objective is to provide financial planning in the field of cash flow management, investment planning, risk management/insurance, retirement planning and estate planning. Financial Strategies Agency is dedicated to helping our clients build a financial plan that provides a path to retirement, while managing risk and expectations along the way. Our services are available in Ohio, North Carolina, and virtually.

Please give me a call at 567-301-2121 x9 or send me an email to get started on your Financial Plan!

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Clayton Wood, CFP®

© 2019 Financial Strategies Agency

Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080. Financial Strategies Agency is not affiliated with The Leaders Group, Inc. or TLG Advisors, Inc.

BrokerCheck: https://brokercheck.finra.org/

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