Sean C. Wood, CFP^®

AIF^®, CAP^®

Founder and Chief Steward

United Planners' Financial Services of America

1240 Bergen Parkway, Ste A-220
Evergreen, CO 80439

FINANCIAL ADVISOR'S WEBSITE

StewardshipColorado.com

(303) 500-1931 CONNECT WITH Sean

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

We specialize in comprehensive financial planning and investment management for a fixed annual retainer fee. We also offer Legacy Coaching, Strategic Tax Management, Zero Estate Tax Planning and other advanced planning on a one-time fee basis.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Sean Wood is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at United Planners' Financial Services of America in Evergreen, CO and the surrounding communities.

Financial Advisor Overview

We operate according to our shared values: Trust - Trust and confidentiality are the cornerstones of any advisor-client relationship. Integrity - We act with responsibility and accountability at all times - values that serve as the foundation of our culture. We place our clients' interests above our own, regardless of the implications for the firm. Independence - Being an independent firm, we determine who we are and how we operate. Our highest commitment is to our clients - we are here because we want to serve you. Competence - Competence means attaining and maintaining an exceptional level of knowledge and skill, and providing outstanding services to our clients. Competence also includes humility and the wisdom to recognize the limitations of that knowledge and when consultation with other professionals is appropriate or referral to other professionals is necessary. Continuous Improvement - The pace of change in our industry continues to accelerate and we will continue to make the necessary investments in technology, processes and the professional development of our team.

Financial Advisor Experience

I began my career as a technology consultant serving Wall Street companies in New York City with the firm that is now Accenture. I worked hard and my career advanced rapidly leading to an unexpected IPO windfall during the now infamous “tech bubble” in 1999. At this point my wife Sharon and I sought professional advice on how to translate this cash into liberty and security for our growing family. After months of interviewing numerous financial advisors, insurance agents and stock brokers, we found that most were primarily interested in managing our portfolio or selling us complex financial products. We were looking for a trusted advisor who would spend the time to truly understand our priorities and values and provide us the advice and guidance we needed to make wise decisions. I eventually gave up and started spending significant time learning everything I could about investments and financial planning and in 2007 I enrolled in the Certified Financial Planner program at Boston University. It became clear that the same disciplined and methodical approach that I had used with great success in technology would demystify the complexities around helping people clarify their goals and plan for the future. I initially joined a large financial firm in 2009 and spent almost 4 years being mentored by top advisors and completing training programs leading to the professional designations I now hold. From the very beginning I had a vision for eliminating the conflicts of interest that can arise when working for a firm that sells its own products. In 2013 I founded Stewardship Colorado to provide the kind of personalized financial life planning services that Sharon and I were looking for 14 years earlier. Stewardship Colorado is aligned with Stewardship Advisory Group which is an Independent Registered Investment Advisor (RIA) with a national presence and reputation along with a 30+ year history.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)
Other - Chartered Advisory in Philanthropy (CAP^®)

Insurance Licenses

Life insurance
Health/disability insurance

Broker-Dealer Affiliation

United Planners Financial Services of America

Broker-Dealer Disclaimer

Sean Wood is an Investment Advisor Representative offering Financial Planning and Investment Advisory Services through Stewardship Advisory Group, LLC; an SEC Registered Investment Advisor. Legacy Coaching services offered through Stewardship Legacy Coaching, LLC. Securities offered through United Planners Financial Services, a Limited Partnership, Member FINRA, SIPC. Stewardship Advisory Group, LLC, Stewardship Legacy Coaching, LLC, Stewardship Colorado, LLC and United Planners Financial Services are not affiliated companies.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Special Needs, Women's Finances