Welcome!

Insight. Integrity. Solutions. I provide insight to your financial future, integrity in dealing with your investments, and solutions to pursue your financial goals.

Retirement planning, education planning, risk management and so much more. I offer my clients a multi-faceted approach to address their growing financial needs.

My Practice

Insight. Integrity. Solutions.

Since investment planning can be overwhelming to some people, I follow a process that takes you through one step at a time. It begins with the most important part: our relationship. Without a financial advisor who knows you and whom you can trust, the plan won’t work. I learn about your goals and lifestyle, then design a plan that will help you address those goals based on your current financial situation and your risk tolerance level. Together we implement the plan and because life changes constantly, I monitor the plan on a continuous basis, making adjustments along the way as your life and goals change.

Services

Financial Services

For Individual Investors, I can provide you with valuable information to help you make important financial decision, such as planning for retirement, buying a home, financing a college education, or investing for your family's future.

For Businesses, I can help you implement a qualified retirement plan, employer-sponsored college savings plans, review your investment policy, and manage your long-term investments.

Retirement Planning

Even if you are covered by Social Security and a company pension plan, you may not have enough to retire to live the lifestyle you desire. Do you know how much you need for retirement?

Education Planning

You don't have to be a rocket scientist to help your child obtain a high-quality college education. By reviewing your family's financial outlook, I can help you develop and implement a tuition savings plan that may fit for your budget.

Legacy Planning

If you don't take care of your estate, the IRS will. Without estate planning, you can't take maximum advantage of tax strategies. Your assets in your estate may not be preserved for your heirs. Having a will isn't good enough. Together we can analyze your needs, examine a variety of planning vehicles and determine some answers for your situation.

Professional Money Management

Today's investment atmosphere presents many challenges. It is not easy to know what to do or where to turn when planning your financial future. Given this environment, more and more investors are turning to qualified financial advisors like me to assist them in creating a customized portfolio based on their individual needs.

Additional Services

  • Annuities
  • Bonds
  • Stocks
  • Business Banking
  • Mutual Funds
  • Life Insurance
  • Long-Term Care
  • Consumer Banking
  • 401(k) Rollovers
  • Roth IRAs
  • SIMPLE IRAs
  • Employer-Sponsored Retirement Plans
  • College Savings Plans
  • Traditional IRAs
  • SEPs
  • Solo 401(k) Plans

About Me

I grew up in Ohio and received a Bachelor's Degree in Linguistics from the University of Toledo. I relocated to Colorado in the mid-1980's and pursued a Master's Degree in Computer Information Systems from the University of Phoenix. After 20 years in the Information Technology field, I changed careers and became licensed as a Financial Advisor. I currently reside in Morrison, Colorado with my husband, Tim Cousineau, and our menagerie of 2 dogs, 2 cats, and a bird. I love skiing, snowshoeing, hiking, biking, and camping. When confined to the indoors I enjoy reading and crafts.

Designations

CFP® - Certified Financial PlannerTM

Affiliations

Member South Metro Denver Chamber of Commerce
Member Colorado Financial Planning Association
Member Colorado Women's Association of Financial Consultants
Member Colorado Business Council
Member Women's Estate Planning Council

Licenses

Securities
  • Exams: 6, 63, 66, 7
  • States: , AZ, CO, FL, IL, ND, SC, WA
Insurance
  • License: VL/VA, Life, LTC, A&H
  • States: CO
Advisory
  • License: Investment Advisor Representative
  • States: AZ, CO

Resources

Advisory Services

Investor Resources



Need more information on investing? Visit these sites for more information:

About H.D. Vest

Since its inception in 1983, H.D. Vest Financial Services supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions. Approximately 4,600 independent contractors manage over $30 billion in assets for some 1.8 million individuals, families and small businesses in all 50 states. President Roger Ochs continues to pursue the H.D. Vest ideal of providing innovative solutions and the latest tools and technology to help H.D. Vest Advisors meet the needs of their clients now and into the future.
http://www.hdvest.com

Contact

Wendy Woods
12300 W. QUINCY AVE
MORRISON, CO 80465

Email: WoodsW@hdvest.net
Phone: 303-972-1111
Fax: 303-972-1111