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 Small Business

Thanks to retirement plans like Simple IRAs, small businesses’ can compete for talented employees by offering an employer sponsored retirement plan while eliminating the administrative costs that are associated with 401(k) plans.  David Wood can help you identify the plan that will work best for you and your employees.  Give him a call today at 502/875-5231.



David A. Wood CLU, CHFC
Wood Financial Services
8 Fountain Place
Frankfort, KY 40601
Phone: 502-875-5231 -- Fax: 502-875-5201
email jakirk@fewpb.net

As a branch manager of Lincoln Financial Securities Corporation, member FINRA and SIPC, David Wood offers securities and advisory services to residents of Kentucky.  He is also president of Wood Financial Services, which is not affiliated with Lincoln Financial Securities Corporation.

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