Woodstone Financial, LLC
30 Town Square Blvd. Suite 208, Asheville, NC 28803
Phone: 828-225-1730
Email: Woodstone Financial, LLC

The common sense approach to Retirement Planning

Patient and deliberate decisions are made, not born.  At Woodstone Financial, we take a common sense,  collaborative approach when it comes to your financial life. Our goal as your advisor is to understand how to help you achieve what is most important to you financially.  We are based in Asheville, NC, and work with clients nationwide.  If you are approaching retirement or have already retired, we have specialized experience and skills which can help you avoid investment mistakes, make tax efficient decisions, manage retirement income, fund charitable giving and plan for your legacy.

Ultimately, our goal is to construct an ongoing financial plan that provides a framework for the financial choices you encounter at every stage of life. Furthermore, we have specialized knowledge around retirement relocation, Continuing Care Retirement Communities (CCRC),  and Life Plan Communities.  There are a complex set of financial and personal decisions that come with choosing a CCRC or aging in place.  Rather than allowing emotions to drive decision making, we advocate a rational, evidenced-based approach.  Call today to learn more about how we might be able to help you with your life decisions!

Our Clients: Charting a Course Into and Throughout Retirement

We specialize in working together clients preparing for retirement.  Whether you are a Millennial, a Baby-Boomer, someone experiencing a life transition, considering moving into a CCRC, or a creative professional, we are positioned to work with you as your personal financial planner.  We also work with employers and the self-employed who want to establish employer sponsored retirement plans.  One theme is central to our work with all clients- preparation for financial independence.