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Jeff Woodard

Licensed Annuity Investigator

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More About Me

Hi! My name is Jeff Woodard and I specialize in assisting Americans financially prepare for retirement with the proper use of protected income products. I help clients all over the country find ways to generate more retirement income to securely protect their money during these turbulent times.

Despite the current volatility in the market and the low interest rate environment, there are strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, few financial professionals know how to actually convert your savings into a long-term sustainable income (and protect your money) so that you can preserve your lifestyle after retirement.

To better serve you, it is important that I introduce myself so you can get to know me – who I am – and my experience and goals. So here’s a quick resume:

I always have believed that from a solid education comes a solid business practice. I hold a Bachelor’s degree in Engineering from the University of New Mexico and I earned an MBA (with highest honors) from the Southern Methodist University in Dallas; also, I have achieved several certifications and accreditations from various organizations in the fields of engineering, management, and finances. As a Certified Financial Fiduciary®, I am committed to putting your needs first. In addition, I have been featured in special appearances on NBC, FOX, CBS, and ABC. I am also the author of the book ‘Retirement Solutions and Strategies: Reaching Your Summit and Protecting Your Income for Life’.

My studies have led me to a very fruitful career of 30+ years now, that has taken me into sales, marketing, and management projects across the USA, the Middle East, and Asia-Pacific, serving companies like Oracle and Teradata Software. Also, I have been a key part of two very successful entrepreneurial start-up companies.

My transition to the personal finances and insurance business came after working and coaching senior executives in a wide range of industries at Fortune 500 Companies across Asia-Pacific such as: Accenture, ANZ Bank, Aviva Insurance, Barclays, Fitch Ratings, Goldman Sachs, HSBC, Merrill Lynch, Standard Chartered Bank, and Westpac Bank, among others.

I am passionate about helping people; the needs of all my clients are in the center of my practice. I am deeply pragmatic and never lose sight of what is going on in the real world – and I am looking forward to putting my experience at your service.

I do my best to take the mystery out of annuities by answering your questions in a simple, personalized way. The advanced technology systems we have make it possible for me to meet “face-to-face” virtually online with my clients, as well as to share computer screens so that we all share the same information in real-time. I can show you first-hand how various income strategies may work for you and your specific goals.

Feel free to reach out to me when you are looking for your retirement planning guidance and annuity recommendations. I will be glad to help you reach your retirement goals.


Jeff Woodard