Bill Woodworth, CLU, ChFC
Financial Advisor, Registered Representative of Securian Financial Services, Inc.
Phone: 517.346.7994
Fax: 517.485.0009
E-mail: bill.woodworth@ReferTCG.com
Bill Woodworth graduated from Ferris State University in 1972, where he received a degree in Business Administration. Bill began working for The Centennial Group in 1984 as a Securian Financial Advisor. Since then he has qualified for The Million Dollar Round Table, and has received his CLU and ChFC certifications. Today, Bill is a Senior Associate with The Centennial group and focuses on the mature market. According to suitability, Bill helps his clients make smart decisions with their money and establishing an overall comprehensive financial plan or strategy. Having a plan or strategy is the critical first step, however, it is the implementation of that plan or strategy that is the real difference between simply making a good living or truly having the financial success each of us works so hard to achieve.
Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Utilizing the wide range of services and support through The Centennial Group and Securian Financial Services, Bill is able to offer financial solutions to his clients in a variety of areas including:
• Debt Management
• Wealth Accumulation (Investment Solutions)
• College Funding Strategies (529 Plans, Educational IRA’s)
• Retirement Income Strategies (Qualified vs. Non-Qualified Plans, IRA’s, Rollovers)
• Long Term Care Strategies
• Estate Planning (Wealth Succession)
• Comprehensive Financial Planning
• Employee Benefits (Health, Disability, Dental, Vision, Life)
• 401K plans
• Business Continuation Strategies
Bill’s qualifications Include:
• Licensed Life & Health Insurance Agent
• FINRA Series 6 and 63 Registrations
• Variable Life & Annuity Licensed
• Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc., Securities Dealer, Member FINRA/SIPC
Personal:
Bill resides in Haslett, MI with his wife Debra. He is the father to four grown children, Jeff, Andrea, Stacy and Jill. Bill is an active member in the Haslett Kiwanis, Haslett Athletic Boosters, YMCA, National Association of Insurance and Financial Advisors (NAIFA), CLU Association, and Michigan Business Professional Association. In his spare time, he enjoys outdoor activities including his annual trek to Alaska or watching his favorite athletic organization, University of Michigan.
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Contact Info
511 South Washington Avenue
Lansing, MI 48933
Map and Directions
Phone: (517) 485-9350
Fax: (517) 485-0009
