Listed in Westchase Chapter
Woodcock, Greggory – Financial Advisor
- 3030 N Rocky Point Dr W. Ste 460 Tampa Fl 33607
Financial planning is a process. First we establish what the clients goals are. What keeps you up at night? Next we analyze the current situation to better understand where the gaps are. I provide a complimentary financial review of every aspect of the clients financial life. Sort of like a financial physical… From that analysis, I put together a couple of different strategies that we then discuss, and customize the plan for them. Some of the topics that we cover are cash management and liabilities, protection, investments, estate planning and taxation. I work with a team of over 30 specialists with more than 500 combined years of experience. There is no situation we cant handle!
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