Who we help building wealth
Here at Pineywoods Financial, we only focus on one thing: The needs of our clients
We pour every ounce of effort into developing, implementing, and monitoring investment strategies to help our clients meet their financial and lifestyle goals. We believe in thinking outside the box and are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.
EXPERIENCED
QUALIFIED
DISCIPLINED
INDEPENDENT
CERTIFIED
TRUSTWORTHY
Why Pineywoods Financial?
Redefine Your Retirement.
Get simple, straightforward guidance for every financial issue. As a comprehensive financial firm, we offer integrated services designed to help you prepare for retirement, make the retirement transition stress-free, and help ensure that your money lasts as long as you need.
Licensed Professionals
We take a comprehensive approach to planning
Specialized Education
Qualifies us to work with all types of investments
Get Your Complimentary Guide to Maximizing Your Social Security Benefits
With one out of every four 65-year-olds living past age 90, and one in ten living past 95, having enough money during retirement is a critical issue. Our guide will help you know the important decisions you need to make to maximize your Social Security benefits.
Copyright 2024 – 2028 | All Rights Reserved | Pineywoods Financial | Your Trust, Our Expertise.
“SageGuard Financial Group LLC is a SEC registered investment. SageGuard Financial Group LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of SageGuard Financial Group LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as SageGuard Financial Group LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by SageGuard Financial Group LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of SageGuard Financial Group LLC, please contact the state securities regulators for those states in which SageGuard Financial Group LLC maintains a registration SageGuard Financial Group LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from SageGuard Financial Group upon written request. SageGuard Financial Group does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to SageGuard Financial Group’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through Financial Independence Group and individually licensed and appointed insurance agents.”
