Modern Woodmen of America

Modern Woodmen of America

Categories

FINANCIAL SERVICES

About Us

As financial service professionals, we use our knowledge of financial products and planning to help our members and the Southwest Florida community plan for a secure financial future. Working together, we can help you develop a personal financial strategy unique to your needs and goals.

Our role is to help you:
• Define your goals and objectives.
• Assess your current financial situation.
• Create an affordable plan that will grow with you in the future.
• Help you get started and then review and adjust your plan over time.

Modern Woodmen of America is a member-owned fraternal financial services organization. We secure futures with financial guidance and products. As a fraternal, our members enjoy social, educational, and volunteer activities as well as special member benefits. Since 1883, Modern Woodmen has brought people together, supported families and strengthened communities nationwide. Modern Woodmen - touching lives, securing futures.

Highlights

  • Life Insurance Protection and investment strategies
  • Retirement Planning and Retirement Distribution
  • Estate Planning
  • Business Planning
  • Employee Benefits

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