Information Request

In our experience, we have found that there are several roadblocks -- lack of goals, inappropriate investments, and procrastination -- that keep most people from achieving financial success. Your ability to pursue your financial goals may depend on how well you are able to steer clear of these roadblocks. Our extensive library of financial articles and reference material is broken down into six areas.

In the areas that are a concern to you, please list some specific topics of interest. For example, if you wanted more information on long-term care, write long-term care in the text box next to Risk Management.

After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will prepare you a package from our library. All information will be kept confidential.

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Information Request


Risk Management - Specific topic of interest:
Cash Management - Specific topic of interest:
Investment Planning - Specific topic of interest:
Retirement Planning - Specific topic of interest:
Estate Conservation - Specific topic of interest:



Contact Information


» Full Name:
Address:
City:
State:
Zip:
Phone:
» Email Address:
Any additional information to consider as we process your request?
Enter Text In Picture Below. Do not include spaces.
Wood Financial
6208 Hillside Ste. 1300
Amarillo, TX 79109
Phone: 806.358.9833 / 866.655.6557 tf Fax: 806.242.3515
www.financialprogress.com

Steve Wood, Josh Wood, and David Zybach are Registered Representatives of and offer securities products through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of Texas, Oklahoma, New Mexico, Kansas, Colorado, Arizona, Alabama, Montana, Wyoming, or Michigan.  No offers may be made or accepted from any resident outside the specific states referenced.

Steve Wood, Investment Advisor Representative, offers advisory services through Royal Alliance Associates, Inc., a Registered Investment Advisor.


IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.