join the club...
the wood elite club
We’re looking for great people just like you who desire Abundance for Life. We want to help guide your friends, family members, and loved ones into and through a comfortable retirement.
Do you know anyone who is:
- Retired or close to retirement?
- Concerned about stock market volatility?
- Nervous about outliving their money?
- Not pleased with their current broker or advisor?
- Seeking a retirement-focused advisor?
- Needing a second opinion?
how to join
If you know someone who might benefit from our expertise, simply invite them to call our office at 615-826-5749 to request a complimentary, no-obligation financial consultation, invite them to an upcoming event or simply share one of our informational packets.
When someone you know comes to see us, we’ll let you know that you’ve become the newest member of the exclusive Wood Elite Club. It’s that easy.
ELITE CLUB MEMBER BENEFITS
We feel honored when you put your faith and trust in us to
take care of the people who are most important to you.
We hope we’ve earned
your interest in becoming an Elite Club member this year.
If you have any questions, please do not hesitate to reach
Know a friend or family member that could use some financial confidence?
Let us know by referring them here!