Our Services Founded in 1983 in Richmond, VA, Greenwood Financial Group is a full-service financial services firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients.Our independence enables us to establish working relationships with a number of industry-leading financial firms whose products we leverage to create customized solutions for our clients. We recommend only those products and services that can be tailored to suit our clients unique needs.Our highly experienced and educated team of advisers provides comprehensive financial planning services, including:Retirement PlanningMake the most of your employer-sponsored retirement plans and IRAs by determining how much you need to retire comfortably. Our team can manage your retirement assets prior to, and during, retirement.Tax Management *Looking for ways to help reduce your current and future tax burden? Let us refer you to qualified tax specialist.Estate Planning *Our team can review your will and trusts to determine if your wealth will be distributed according to your wishes and also offer suggestions on how to reduce the tax liability to your heirs. Risk ManagementWe will review your existing insurance policies and recommending policy changes when appropriate to ensure you are protected.Education FundingOur team can recommend investment and accumulation strategies to help you pay for your childrens’ education.Investment PlanningWe will work with you to determine your risk tolerance and appropriate investment vehicles to help you achieve your financial dreams. Employee and Executive BenefitsWe have access to a robust offering of health, life, and disability plans for businesses, as well as retirement plans. Individual InsuranceWe can access a variety of insurance offerings to help clients meet their insurance needs, including health, life, disability, homeowners, auto, boat and more.* Neither Cambridge Investment Research, Inc. nor its representatives offer tax or legal advice. Please consult your tax advisory or attorney for guidance.