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JW
John F. Wood
President
CFP®, CLU, ChFC, AIF
Strategic Planning Group, Inc10150 Lantern Road, Ste 150, Fishers, IN 46037
Broker Affiliation: Commonwealth Financial Network
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Executives
Retirees or Seniors
Major Milestones I Specialize In
Early Retirement or Financial Independence
Retirement Planning
Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
We are a fee-only office. We act as fiduciaries to our clients. We don't offer any proprietary products. Our clients are our lifeblood, and we take our role as a trusted financial and retirement planning firm very seriously.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.