TAXES 

 

•  Individual tax returns

 

•  Business tax returns

 

•  Estate returns

 

 

OUR SERVICES

RETIREMENT PLANNING 

 

•  How to guarantee income for life with insurance

 

•  Reduce Your Cost of Living in Retirement

 

•  Where does life insurance fit in?

 

•  Social Security -- do you know there are 81 different ways that you can begin drawing social security?

 

•  Medicare

FINANCIAL and INVESTMENT SERVICES

 

•  Securities Investment

 

•  Fixed and Indexed Annuities

 

•  Financial audit of your current investments

 

•  Risk analysis

LEGAL SERVICES

 

•  Estate Planning -- Leave a Legacy for Your Family 

 

•  Wills, Trusts, and Power of Attorney

 

•  Notary public

At Woodard & Clark, our goal is to help our clients to prosper in the future and have peace of mind in the present. Following our Prosperity Planner process, our team will assess your goals, both personal and professional, to build a customized financial plan tailored for you, your family and your future.

If you’d like to meet with our team and learn how Woodard & Clark can help you, please contact us today at (401) 433-5858 to schedule a complimentary consultation.

 

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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to PCA’s investment advisory/management services. John Woodard is an Investment Advisor Representative of PCA. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. PCA does not provide tax, legal or insurance advice or services.