Modern Woodmen Fraternal Financial
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.
- Life Insurance Protection and investment strategies
- Retirement Planning and Retirement Distribution
- Estate Planning
- Business Planning
- Employee Benefits