PROFESSIONAL PROFILE
John L. Smallwood
www.smallwoodwealth.com
Professional Approach
John L. Smallwood is President of Smallwood Wealth Management and affiliated companies. As a CERTIFIED FINANCIAL PLANNER™ professional, he provides investment consulting and financial plan design for corporate executives, entrepreneurs, and professionals. John's strength lies in his ability and commitment to continually improve the level and quality of the planning process. It is his objective to provide a process of repositioning assets to help decrease risk, decrease taxation, and increase protection. His clients recognize a coordinated, long-term approach to wealth creation and preservation. His dedication to his clients' growth involves an evolving strategy that strives to meet the demands, desires, and needs of his clients in a continually changing economic environment.
WHY SMALLWOOD
Our clients choose Smallwood Wealth because they have reached a level of financial success that they know they need assistance in managing. They want a big picture approach to wealth management, looking at all the aspects of their plan.
OUR JOB
Current financial circumstances are unique to each individual. Our collaborative approach organizes your financial assets and strategy to help you make sense of what you own; and more importantly, how financial pressure can impact your wealth and its potential.
THE GOAL
Our goal is to help you develop financial strategies that attempt to reduce risk and taxes, accumulate more wealth, enhance retirement income, and pass more assets on to your family. Our focus is completely on you and your financial goals.