Everyone has a financial destination – the place they’d like to end up, the rewards they hope to enjoy, the people they want to share it all with. Our goal as financial professionals is to work with you to define that ideal for yourself and then help you move confidently and strategically toward it.
President, Wood Financial Group
Financial Advisor, RJFS
As a sixth generation Idahoan, I tend to do things a little differently. We take a neighborhood approach to retirement planning. We don’t win golf tournaments, we disdain fancy charts and don’t use intimidating investment terms. We like to keep things simple, tend to listen more than we talk, emphasize communication and provide honest, straightforward answers. We think it is important to plan for your financial needs, invest long term and be mindful of investment fees.
Our typical clients are baby boomers working hard to retire in the next couple years, and many are women. They enjoy our holistic approach to coordinating investments, tax planning and estate planning. We also believe in education about our markets, investing and the importance of financial planning.
I have a bachelor’s degree from the University of Idaho and am an Accredited Asset Management Specialist.
We emphasize long-term investing to make sure you are comfortable with your portfolio, regardless of market behavior. We make investment recommendations based on your unique needs, while emphasizing:
- Regular communication
- Financial planning
- Full disclosure of costs
Kelly is very involved in his community and serves on the YMCA Strong Kids Board, the women’s shelter and the Ada County animal shelter. When not working, he enjoys skiing, tennis and the Greenbelt. Kelly and Cathy Jo have a blended family that includes four children, Amy, Ryan, Christopher and Johnny “Rocket,” and their beloved long-haired dachshund, Jessie.
We’d like to open a dialog with you concerning your present thoughts and future plans on retirement and meet with you in person. This initial, complimentary planning session carries no obligation to use our services.
Plan to meet with a qualified Advisor for approximately one hour. Please respond using the contact form or call us at 208-343-2001.