Agency Overview

 Our Experience

Gary Wood, LUTCF, AAMS, CIC is a completely independent financial professional specializing in Commercial, Personal and Financial Service. His clients are located all across the Southwestern USA, giving him a great feel for the financial landscape. He designs plans with a focus on risk management, low costs, and tax-efficiency, which we combine with personalized financial advice aimed at helping clients make better informed decisions.

Our Commitment

From day one he has made it his priority to offer a personal hands on approach. Gary wants to understand your situation and offer a long term solution that makes sense.

  • Promptly responding
  • Listening to their specific needs
  • Focusing on personalization
  • Having the best Customer Service
 Gary's Mission

Gary's mission is to build lasting client relationships based on a level of trust that is earned through wise counsel, positive results, clear and candid communication, and service that exceeds expectations. Often times his advice and good counsel is engaged without payment. That underscores his commitment to serve as your advocate, focusing our attention on putting your best interests first.

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