Shaping Futures, Building Legacies
Our mission is to build personal relationships and help you meet your financial and personal goals using our unique system. We follow our golden rules of always doing what is in your best interest and by always remaining up front and honest.
How we Help
We provide a comprehensive range of services backed by our Woodruff Goal Planning System to address all aspects of your financial well-being.
- Comprehensive Financial Planning
- Retirement Planning
- Business Succession
- Education Planning
- Family Planning
- Risk Management
- Estate Planning
- Tax Planning
- Life, Long Term Care, Disability Insurance
- Investment and Portfolio Management
In the Community
Giving back is more than a gesture for us; it’s a fundamental part of our identity. As a family-owned firm, we understand the ripple effect of philanthropy. Our goal is to help you incorporate giving into your financial strategy, reaping not only tax benefits but also emotional rewards. We aim to foster a culture of giving within your family, creating a lasting legacy that will impact generations to come.
Who we’re involved with
- Rotary International
- Lions club International
- Our local Church
- Highland Lakes Crisis Network
- Ballinger Area Chamber of Commerce
- Marble Falls/Highland Lakes Area Chamber of Commerce
- San Angelo Chamber of Commerce
- The Helping Center of Marble Falls
