> Pete Woodring

Pete Woodring

  • Advisor Type: RIA
  • Firm: Cypress Partners
  • Location:
  • Years of Industry Experience: 17
  • Website
 

Description

At Cypress Partners, we measure wealth differently .Traditional wealth is based on net worth. We measure wealth based on happiness, health, peace of mind and the ability to do what you want, when you want and how you want. Our process starts with a conversation and thorough understanding of your resources, needs, concerns, opportunities and goals. Our gap analysis will determine where you are today and derive solutions to lead you to your destination with confidence and clarity.

Areas of Expertise

  • Cashflow Management
  • Holistic Financial Planning
  • Investment Advice
  • IRAs/401k
  • Reverse Mortgages
  • Social Security Optimization
 
 
 

States Served ?

Serves
 
 
 

Fee Structure ?

  • Fee-only planning
 
 
 

Advisor Licensing ?

Financial Industry Regulatory Authority Securities and Exchange Commission

registered Registered

Not currently registered

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