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Licensing

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We are licensed to assist clients in many states throughout the country. As our clients grow, so do we. If you and your family are moving to another state, rest assured that we will obtain the necessary licenses so that we may continue to serve you, no matter where you reside in the country.

Mike Woods has earned the designations of CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and a Certified Divorce Financial Analyst™ (CDFA). He also maintains his FINRA Series 7, Series 66, Life & Heath, Variable Annuity, and Property and Casualty licenses.

Securities

We are licensed to offer securities in: 
AL, AR, CA, FL, GA, KY, LA, MI, OH, NC, NY, PA, SC, TX, TN, VA

Insurance

We are licensed to sell insurance in:
AL, AR, AZ, CA, FL, GA, KY, MD, MI, NC, NY, OH, OR, PA, SC, TN, TX, VA

Michael Woods, CFP®, CDFA, State of Residence: GA; State of Business: GA; CA Insurance License No: 0J05412; Arkansas Insurance Producer License #6765612

We cannot communicate with, nor respond to, requests from users who reside in states where we are not licensed to conduct insurance and/or securities business.