About Us |
Douglas J. Woods Sr. | Retirement & Asset Protection Strategist
Douglas J. Woods Sr. is a Licensed Retirement Income and Life Insurance Strategist with years of experience helping clients achieve their financial goals.
Doug has always had a client-first approach, which is why he was such a good fit for the retirement shield team, as he only does what is best for his clients. With an emphasis on protecting retirement assets, Doug is here to provide a plethora of knowledge on financial and Insurance vehicles that can help you keep your dollar around longer, and help you sleep better at night knowing your money is safe.” A common question Doug get is why he cares so much about helping people. Like so many others, after dealing with the loss of both mother and father to cancer, and experiencing family and friends go through a tremendous setback during the 2008 recession, he saw how important life insurance and safeguarding your hard-earned money could be. The first-hand experience helped him really appreciate the importance of being more “proactive” with protecting your loved ones, retirement, as well as your business. Douglas was born and raised in New Orleans. He’s a hard-working husband and father, so when he is not busy helping people, he enjoys reading, learning his craft, and cooking for his family! “The most important thing I have learned over the years is the difference between taking one’s work seriously and taking one’s self seriously. The first is imperative, and the second disastrous.” |
Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
Contact Us
MAIN OFFICE
One Galleria Blvd Suite 1900, Metairie, LA United States 70001 |
EMAIL
[email protected] |
CALL US
Office (504)-269-3417 Cell (504) 209-5493 |
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