About Keith Wood
Sometimes all you need is someone to help show you the way, and it’s no different when it comes to your finances. Whether you’re just starting out in your career or are preparing for the retirement of your dreams, I’m here to listen, understand and help guide you along your financial journey. I’ll help you create a financial strategy driven by your values. Together, we can explore how you can: • Help strengthen your financial position. • Build emergency savings and manage debt. • Protect your financial future— and your family’s. • Be better prepared financially in the event of a death. • Care for your family after you’re gone. • Explore more tax-efficient ways to manage your money. • Prepare to transition savings to income in retirement. • Build lifelong income.
Education & Accomplishments
- CKAr (Certified Kingdom Advisorr), a designation granted by Kingdom Advisors.
- CLTCr (Certification in Long-Term Care), a designation granted by the Corporation for Long-Term Care Certification.
- FIC (Fraternal Insurance Counselor), a designation granted by the Fraternal Field Managers’ Association.