Investment Portfolio Management, Asset Allocation Analysis & Re-balancing, Financial Planning, Retirement Planning, Roth / SEP / Simple IRA's, Annuities, 401(k) Rollovers, College Savings Plans
Annual Income Tax Preparation for Individuals, Sole Proprietors, S Corps and LLC's
Quickbooks Certified ProAdvisor, Financial Statements (P&L, Balance Sheet, A/R), Billing & Payment Processing, Checking & Credit Card Statement Reconciliation, Cash Flow Analysis
Risk management strategies to protect you, your family and your assets from severe financial hardship utilizing Life (Term & Variable Universal), Disability and Long Term Care insurance
As part of the Blue Orca family our affiliated company is operated by Bill W. Wood who has 25+ years experience in the Financial Services industry and has worked for many highly regarded companies including American Express / Ameriprise Financial Advisors, American Express Tax & Business Services, Allstate Insurance Company, Jackson Hewitt and RBC Bank to name a few.
He acquired a wide variety of extremely valuable skills working as a Financial Advisor (owned & operated his own practice for 6 years in Tampa before relocating to Brevard County), Commercial & Business Banking Vice President, Credit Analyst, Tax Preparer, Bookkeeper, Quickbooks Expert, Business Owner and more meaning you can rest assured that you're receiving superior and objective advice from a highly experienced and knowledgeable financial professional focused on helping you achieve your financial goals.