Amy Woodson
Virtual
In-Person
Specialties
About Me
I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals.
I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be. I possess a deep passion for empathetic financial planning, bringing a dynamic energy to assist individuals at every life stage with their financial goals We do that by creating a safe space for my clients to talk about what's often the most important thing to them. Our clients are those who seek a judgment free zone and are ready to work to take action. Raised by frugal parents on an olive farm, it was our community who surrounded and supported us. I paid for my own college education with scholarships, grants, and loans - training me to create efficient financial strategies today. More than a career, this avocation in financial services is a passion of mine, because of my own personal story with Disability Insurance, Long Term Care, and Life Insurance. Ask me about what I learned and now pass along as free hindsight.
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Interests & Hobbies
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Always free for clients.
Credentials
No Designations
Chartered Designations
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Disclosures
https://amywoodson.nm.com Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities and life insurance with long-term care benefits) and its subsidiaries. Amy Woodson is an Insurance Agent of NM and Northwestern Long Term Care Insurance Company, Milwaukee, WI (long-term care insurance), a subsidiary of NM. Investment advisory services provided as an Advisor of Northwestern Mutual Wealth Management Company®, (NMWMC) Milwaukee, WI, a subsidiary of NM and a federal savings bank. Investment brokerage services provided as a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, broker-dealer, registered investment adviser and member FINRA and SIPC. There may be instances when this agent represents companies in addition to NM or its subsidiaries. While links to other websites are provided for convenience and information, please be advised that except for information related to Northwestern Mutual (NM), the inclusion of, or linking to, other websites does not imply NM endorsement of, nor responsibility for, those websites.