Woodland Investment Consulting is a trusted independent financial advisory firm that provides investment management and financial planning services on a fee-only basis to individuals and corporate retirement plans. We provide customized investment solution to our clients. Being an independent financial advisor allows us to offer unbiased investment recommendations and not compromise our commitment to clients.
Wealth Management
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. We have a consistent investment approach that emphasizes the importance of wealth protection as well as wealth accumulation.
Our investment strategy includes taking advantage of dividend income provided by strong blue chip companies and being opportunistic to capture different market opportunities.
Retirement Plan Advisor
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.
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. We have a consistent investment approach that emphasizes the importance of wealth protection as well as wealth accumulation.
Our investment strategy includes taking advantage of dividend income provided by strong blue chip companies and being opportunistic to capture different market opportunities.
Retirement Plan Advisor
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.