Woodstock Financial Advisor – Third Act Retirement Planning —

When you work with Third Act Retirement Planning, we want you to experience a higher level of service you’d find at a firm.

We believe our firm stands out from the rest for a few key reasons:

Our Independence

As an independent financial advisory firm, we are not confined to proprietary products or sales quotas. Rather than focus on selling products, we are more concerned with building relationships and creating tailored financial strategies that address your short and long-term goals. Avoiding conflicts of interest, we employ the solutions we believe best align with your unique situation.

A Fiduciary Standard

While stockbrokers are only required to recommend “suitable” products, we as independent advisors are committed to providing a fiduciary level of care. This means developing personalized strategies and making recommendations based on what’s in the client’s best interests. We do all we can to eliminate conflicts of interest and maintain transparency.

Relationship Focused

We believe that building trust and loyalty are the cornerstones of our and our clients’ success. We are committed to building long-term relationships with clients and strive to work with them as they prepare for retirement. Our goal is to serve as a resource for our clients, offering frequent communication, support, and advice.

Easy Access

Life is constantly changing. For one annual fee, you can meet with us or speak to us as often as necessary to help you accomplish your financial goals.

All-Inclusive Approach

Working closely together, we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that we pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial planners.”


We are committed to providing value that exceeds our fee. It’s a concept that is virtually non-existent in the financial planning profession, but doesn’t it make sense that your financial advisor should work to save you more than he charges you?

We are financial advisor Roswell and financial consultant Roswell.

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