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| About site: Investing/Retirement Planning - Steve Wood and Associates |
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| About site: http://www.financialprogress.com/ |
Title: Investing/Retirement Planning - Steve Wood and Associates Advisors on retirement planning, investments, mutual funds, life insurance, and asset allocation for individuals, foundations, and small businesses.
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Royal Alliance
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- Spotlight -
Small Business Retirement Plan Services
by Wood Financial
Unhappy with your 401(k)/SEP/SIMPLE/Profit Sharing Plan? As an independent investment firm, we have access to a variety of well known investment managers for top-quality management of your retirement plan. We work with you to help select a plan that best suits your needs.
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Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Should Your Portfolio Have a Conscience?
Socially responsible investing has been around at least since the 1960s, but it seems to be getting more attention lately.
Are the Times A-Changin'?
As the election year rolls along, Americans are facing an uncertain future and an election that could be the harbinger of great change.
Happy Birthdays?
The road to retirement winds through several birthdays that affect most Americans’ retirement benefits and tax circumstances.
Poverty and the Modern Millionaire
Being a millionaire retiree has never really been the status quo – but now this amount may not be nearly enough to maintain even a modest retirement lifestyle.
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609 Kachina
Amarillo, TX 79124
Phone: 806.358.9833 / 806.358.7870
888.655.6557 - tf
Fax: 806.242.3515
woodfinancial @royalaa.com
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October 07, 2008 @ 08:55 AM
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Steve Wood, Josh Wood, and David Zybach are Registered Representatives of and offer securities products through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of Texas, Oklahoma, New Mexico, Kansas, Colorado, Arizona, Alabama, Montana, Wyoming, or Michigan. No offers may be made or accepted from any resident outside the specific states referenced.
Steve Wood, Investment Advisor Representative, offers advisory services through Royal Alliance Associates, Inc., a Registered Investment Advisor.
IMPORTANT CONSUMER INFORMATION:
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
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Advisors | on | retirement | planning, | investments, | mutual | funds, | life | insurance, | and | asset | allocation | for | individuals, | foundations, | and | small | businesses. |
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http://www.financialprogress.com/
Steve Wood and Associates 2008 October
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