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Our Firm

Woods Financial, Inc., is a financial services company established by Bob Woods. Bob began his career in financial services more than 40 years ago, following a tour in Vietnam with the U.S. Navy. Bob’s personal pursuit of excellence motivated him to start his own firm. At Woods Financial our first objective is to meet the needs of clients nearing — or already enjoying — their retirement with “Smart-Money Strategies.” As an independent firm, we have no corporate mandates or sales quotas pre-determining what strategies we may propose for your plan. Because our firm operates under the fiduciary standard, our recommendations are legally required to be based solely on your best interests. It is the value of this independent advice that leads our clients to trust us with with guiding them through the challenging decisions that retirement requires. By informing and advising our clients, we help empower them on their path to financial independence. We strive to help inform our clients on today's economic environment

Bob Woods

After 25 years in the corporate financial world Bob started his own financial services firm here in Chesapeake, Va., in 2004. Since establishing Woods Financial, Inc., Bob has been helping individuals feel more confident in their retirement income plans through the use of customized strategies designed to provide income for life as well as capital preservation.  Bob holds insurance licenses for life insurance and annuities in Virginia, North Carolina, California, Florida, Georgia, Nevada and Hawaii.  He is immensely proud of the independence that comes with owning his own business and celebrates the opportunity to share this with his family. Spending much of his free time on his boat with his kids and grandkids he muses often about teaching his children to "fish" both on and off land.

Ian Woods

Ian Woods joined his father at Woods Financial in 2005. Grateful to have the opportunity, he has been working side by side with Bob for over ten years not only learning the business, but also bringing a fresh perspective to the table.  He holds a securities license and offers investment advisory services through AE Wealth management, L.L.C.  He is also licensed to sell life insurance and annuity products. Together, Bob and Ian bring a full-service experience to their clients.

 

Midge Woods

Midge Woods is co-founder of Woods Financial. She serves as our CFO and Marketing Director.  She is responsible for client outreach, advertising, new client acquisition and our client referral program.  She is an active member of the Chesapeake Rotary Club and The Women's Division of the Hampton Roads Chamber of Commerce Chesapeake having served in several board positions including president.  Her enjoyment that comes from working with her family and in her community is paralleled only by time spent with her nine grandchildren

 

Lacy Woods

Lacy Woods serves as our Director of Operations and Client Relations Specialist.  She is in charge of our daily operations, coordinating client data and communication to ensure a smooth  and stress-free process.  She is also the familiar face when you walk in the door, and the pleasant voice you hear when you call.  She is here to make sure that your service experience with our firm is exceptional.  Lacy is currently pursuing her M.F.A. at Old Dominion University.


We pride ourselves on having a “family” business where clients feel comfortable. We strive to promote honesty and integrity, and most of all, genuine caring and concern for our clients. Come in to our office and let us tell you about current strategies that might change your views on retirement income planning — ideas that could change your life for the better. We look forward to visiting with you.
 
To schedule a time to discuss your financial future and the possible role of investments or insurance in your financial strategy, contact us at info@woodsfinancial.hrcoxmail.com or call us at 757-482-0291 today!
 
Your Retirement Income Guide
"The Social Security Decisions”
It’s important to know how integrating Social Security benefits into your retirement income plan can play a role in your overall financial strategy.
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Who We Are / Our Focus
The Woods Family Team
We believe that each person that comes through our door deserves a personalized assessment of their circumstances. Our aim is to build lifelong relationships based on performance and trust.
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Resources
Constantly keeping you in the know. View our resources page to stay updated on the latest financial news and media.
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Upcoming Seminars
View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Robert "Ian" Woods offers investment advisory services through AE Wealth Management, LLC.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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