{"id":156,"date":"2016-09-07T17:46:27","date_gmt":"2016-09-07T21:46:27","guid":{"rendered":"https:\/\/danielewood.com\/?page_id=156"},"modified":"2024-03-02T01:07:01","modified_gmt":"2024-03-02T06:07:01","slug":"home","status":"publish","type":"page","link":"https:\/\/danielewood.com\/","title":{"rendered":"Home"},"content":{"rendered":"
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Welcome<\/p>\n

My name is Daniel Wood. I operate a premier Investment Service Practice in the DC metropolitan area. I hope you enjoy learning more about me while reviewing my website! Working with a financial Consultant, I can assist you in developing personal investment strategies to help manage your wealth, retirement, education, wealth transfer and other financial needs. I provide independent and objective financial services with the highest standards of integrity and professionalism in my relationship with you, the client. I work on a flat hourly rate.<\/p>\n

Financial Services<\/a><\/h3>\n<\/div>\n<\/div><\/div>
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Financial Planning<\/h3>\n

\"financial-planning\"<\/a><\/p>\n

Get to know your numbers. How much do you need your money to be and what will it take to get there?\u00a0Business owners especially face unique challenges\u2014and opportunities\u2014in terms of financial planning. It takes hard work and careful planning to develop ideas into a successful business: continue that tradition by choosing a financial planning strategy that takes advantage of your unique situation.<\/p>\n

Retirement Plan Advice\u00a0<\/a><\/h3>\n

\"Daniel<\/a><\/p>\n

My Practice can help assist with plan design, implementation and fund selection for retirement plans. I help plan sponsor to develop and maintain comprehensive retirement plans and help plan participants create savings and retirement income plans that will help meet their needs.<\/p>\n

Call today to schedule a review of your options!<\/p>\n

Investment Management\u00a0<\/a><\/h3>\n

\"Daniel<\/a><\/p>\n

Maximizing returns and minimizing risks are the goals of both active and passive investing. Both approaches can add value. Rather than buy-and-hold, active management focuses on flexibility. It allows managers to adapt to the current market environment. Wither it be picking a few stocks for your portfolio or crafting a long term comprehensive portfolio, I can help.<\/p>\n

Comprehensive Financial Planning<\/h3>\n

A comprehensive financial plan shows where you are today and compares it with where you want to be. It helps you utilize your resources more effectively\u2014identifying potential shortfalls and surpluses\u2014and it helps you develop strategies for reaching your goals.<\/p>\n

Financial planning can help you prepare more effectively for the effect inflation will have on your retirement savings, the rising cost of education, market uncertainties and changing tax laws.<\/p>\n

If you just want a second opinion, feel free to give me a call and we\u2019ll find out if you\u2019re on the right path.<\/p>\n

Please note, I am not affiliated with any broker\/dealer, Bank or Insurance Company. I offer constructive financial advice. Contact me at 202 524 0837.<\/p>\n<\/div>\n<\/div><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"

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