CHANGES. YOUR
INCOME SHOULDN'T.
ANGELA WOODHEAD
Angela brings over 12 years of experience in sales, where she sharpened her analytical skills while working alongside researchers and technical teams to deliver complex solutions. She continues to apply her analytical background in her financial practice, using her keen eye to help individuals and families make thoughtful, strategic financial decisions. Angela’s foundation is built on translating complexity into clarity, building trust, and supporting clients through important decision-making processes.
Outside of her career, Angela is a mother of four, including 5-month-old twins. As a family, they enjoy attending plays and concerts. She loves traveling whenever possible, and her experience living in England sparked a lasting appreciation for history and international adventures. Angela has had diverse, unique experiences, including attending circus school in San Francisco, enjoying dance and sewing, and being a brain surgery survivor — an experience that strengthened her resilience and perspective.
Utilizing her background in creative and technical fields, Angela provides holistic financial planning that draws on her multiskilled background to offer you an experience as unique as her own.
WHAT MAKES US DIFFERENT?
We’re different because we don’t just talk the talk, we walk the walk when it comes to providing strategies specifically designed for retirees and near-retirees seeking safety, flexibility, and reliable income they can’t outlive. And when we say strategies, that’s exactly what we mean.
While other firms continue to push outdated withdrawal plans that can put you at risk of depleting your principal when the markets go south, we help you build a mathematically sound strategy designed to meet your income needs without the need for annual withdrawals. This helps eliminate the risk of spend down, helps ensure your income is reliable regardless of market conditions, and allows you to continue growing your money more safely through strategic reinvestment.
HOW WE SERVE YOU.
RETIREMENT PLANNING
We’ll help you build a plan that lowers risk, creates steady income, and gives you the confidence to enjoy retirement without worry.
WEALTH MANAGEMENT
Our conservative, time-tested approach helps protect what you’ve worked hard for while still growing your wealth for the future.
INCOME-INVESTING
We focus on a more safer, income-generating investment that gives you reliable cash flow in retirement.
ESTATE AND LEGACY PLANNING
We’ll guide you in helping protect your assets and creating a plan to smoothly pass them on, so your loved ones benefit from your legacy.
SUBSCRIBE TO OUR NEWSLETTER
RETIREMENT PLANNING RESOURCES
PRACTICAL INSIGHTS FOR A MORE SECURE RETIREMENT.
Click to download our white papers to learn how to help protect your savings,
generate steady income for retirement, and plan with confidence for the years ahead.
Retirement Income Source® is FEATURED ON
