Michael Woods Cfp, Cdfa Email & Phone Number

Mike began his career in 1994 in financial services. He graduated from SUNY Fredonia. Since graduating he has obtained his Certified Financial Planner (CFP) & Certified Divorce Financial Analyst (CDFA) designations.He provides total financial needs analysis through his network of experienced professionals with detailed knowledge in: retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. He has also focused his attention in developing CPA relationships, working in collaboration with their clients to help bring holistic and proactive advisory & strategic planning services through a team based approach. Disclosure: I am a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC., member SIPC. Supervisory address: 3550 Lenox Rd, Suite 1100 Atlanta, GA 30326 (404) 261-8900.Disclosure: I am licensed to sell insurance in: AL, AR, CA, DE, FL, GA, KY, MI, NJ, NY, NC, NY, OH, PA, SC, TN, TX & VA. AR Insurance License #402923. CA Insurance License #0J05412.I am licensed to sell securities in: AL, AR, CA, DE, FL, GA, KY, MI, NJ, NY, NC, NY, OH, PA, SC, TN, TX & VA. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance and/or securities business. Approval number CRN201405-160789.

Listed skills include Retirement, Strategic Financial Planning, Finance, Iras, and 24 others.

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  Managing Director, Cfp Cdfa

  Capstone Financial, Llc

  Dec 2005 - Present - Atlanta, Georgia

  I offer total financial needs analysis through a network of experienced professionals with expertise in:• Advisory services • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies