Michael Wood

President @Legacy Planning & Associates, Inc

Grand Rapids, MI, US
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Nov 1998 — Present

President @Legacy Planning & Associates, Inc

View department →

EDUCATION

1965 — 1967

Aquinas College - Grand Rapids

Bachelor of Arts (B.A.), Philosophy and Religious Studies

1978 — 1979

The American College of Financial Services

Master's degree, Finacial Sciences

SKILLS

Estate PlanningRetirementStrategic Financial Planning401k RolloversAsset AllocationQualified Retirement PlansAsset Management401k Record KeepingInvestment AdvisoryBusiness TransitionInvestmentsRetirement PlanningAsset ManagmentStrategic PlanningExecutive Compensation PlanningWealth Management

ABOUT MICHAEL WOOD

Married Carol Sue Nelson Nov. 20th 1965. Three Children Michael, Robyn and Kristyn. Nine Grand Children; Chelsea, James, Taylor, Mitch, Jazmine, Cassidy, Michael Dylan, Evan and Alyssa. One Great Grandchild JasonOrdained to Deaconate at St Mary Magdalen Parish Kentwood, Feb 28, 1978.Joined New England Financial in January 1966 retired November 2010, Joined American PortfoliosNovemember 2010 to start Legacy Planning & Associates with John Ott.Associated with Regal Investment Advisors in November 2010.Have worked with Faith Based and Grand Rapids Chamber of Commerce Institutes For The Healing of Racism since its inception.

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Michael Wood — President at Legacy Planning & Associates, Inc in Grand Rapids, MI, US | Unifers