Woodland Investment Consulting is a trusted independent financial advisory firm that provides custom investment solutions for our clients. We provide comprehensive financial planning on a fee-only basis to individuals and corporate retirement plans. Being independent allows us to offer unbiased investment recommendations and not compromise our commitment to clients.
We recognize that each investor has unique investment goals. We work closely with each client to create custom portfolios that address their needs. Over time, our flexible investment process can be modified to accommodate future changes. Our consistent investment approach emphasizes the importance of wealth protection as well as wealth accumulation.
Our mission statement is to bring the experience working with Fortune 500 companies to you. We specialize in providing small and mid-sized retirement plans with large plan services. A successful retirement plan should have good programs in participant education, investment analysis, and fiduciary risk management.
Woodland Investment provides turnkey solutions to clients that include plan design, investment selection, ongoing due diligence, investment review and customized participant education program. We will work with the recordkeeper, investment managers and third-party administrators to ensure that you receive the attention and services you deserved.