What to expect as a client

Wood Tarver Financial was founded in 2013 with the goal of helping people achieve their personal vision. We believe that comprehensive financial planning is a process that’s based on setting personal goals, outlining objectives and assessing risk tolerance. Based on this enduring principle, our team has grown into a dedicated staff of professionals who are focused on developing strategies to assist our clients in meeting their long-term financial goals.

As part of the financial planning process, we strongly believe that regular planning sessions are essential to successful long-term financial planning.

 

Regular conversations allow us to discuss changes to your objectives or risk tolerance, and we use this opportunity to make necessary changes to your portfolio allocation. We take a proactive approach, which means you’ll be contacted by a member of our staff to schedule each planning meeting. While most meetings are conducted at our office, we are happy to review your accounts over the phone (email/Skype) if more convenient. Of course, if there are changes requiring immediate attention between meetings, we will contact you. We have a dedicated staff of professionals to assist you with administrative functions of your accounts. They can assist you with everything from online access for your accounts to taking distributions from your portfolio. Please feel free to contact them with any non-investment related questions. You will receive statements directly from Raymond James on a monthly basis and have secure access to your account online 24/7 via the internet. Information is provided directly from Raymond James, giving you independent third-party reporting. We offer our clients a variety of educations opportunities, including online information, newsletters, and seminars. We have several education seminars during the year on a variety of topics–designed to assist you with some common questions that investors have. All of these seminars and events are listed on . The website is updated on a regular basis and provides a wealth of additional information. We are committed to providing you with the highest level of customer service. Please let us know if there is anything we can do to assist you with your personal vision planning.

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Wood Tarver Financial is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Wood Tarver Financial and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Wood Tarver Financial unless a client service agreement is in place.

1101 W. River Street // Suite 170 // Boise, ID 83702 // P: 208.343.2001