Financial Services & Planning

For Businesses . . . Wood-Wilson can help you create an Employee Benefits Plan or enhance an existing plan.   Any size business can have the benefit of Wood-Wilson’s expertise in utilizing the latest technology and experienced investment management with their 401(k), Solo 401(k) or SEP-IRA and can take advantage of the additional enhancements provided by the new tax laws.   Funding of Buy/Sell Agreements, Key Person Life Insurance, Executive Disability Income Insurance and Employee Medical Plans are a few of the areas where Wood-Wilson can help businesses.

For Individuals . . . Wood-Wilson can help with their Asset Management. In the Accumulation phase, we offer Deferred Annuities, Mutual Funds, IRA’s, FDIC insured CD’s and Money Market Accounts.   In the Distribution phase, among the tools are Immediate Annuities, 401(k) and 403(b) Roll-Overs and Trusts.   529 Plans are available for Educational Funding.

A number of Financial Planning tools are available to help individuals with their Risk Management. Among the ones Wood-Wilson can draw from are Variable Universal Life Insurance, Universal Life Insurance, Term Life Insurance, Disability Income Insurance, Long Term Care Insurance.

Whether Business or Individual, Wood-Wilson has the experienced professionals and the latest in products to help you with your Financial Planning.

Registered Representative with and Securities offered through
Financial Network Investment Corp., Member SIPC
12221 Merit Drive, Suite 1900, Dallas, TX 75251          214-987-0924
Wood-Wilson Company, Inc. and Financial Network Investment Corp. are not affiliated.

Asset Management
Risk Planning
Life Insurance
Travel/Overseas Medical
Long Term Care
Income Interruption
College Funding Plans
 Employer Benefits
401(k)s, SEPs, IRAs
Mutual Funds
Money Market Funds
Retirement Plan Services
Pre-College Planning
                                                       Independent Agent   

8131 LBJ Freeway, Suite 220  |   Dallas, TX  75251  |   972.783.4915   |   fax 972.699.9850  |  

©1999 Wood-Wilson Company, Inc.