Claudia Nelson-Woodard is a true client advocate, utilizing a unique comprehensive planning approach to help clients reach their full potential. She is driven by her ability to connect with others and to help business owners and individuals effectively plan for financial success. A “serve-first” philosophy has enabled her to develop solid long-term relationships throughout her career. Providing confidence and making a difference in the lives of individuals, families, and business owners is at the core of her heart.
Claudia has a passion for working with Baby Boomers to navigate the complexities of Medicare, Social Security, Retirement, and Protection Planning. Leveraging her expertise in Medicare Planning to assist those with special needs children and adult family members is a vital part of her practice.
Before working in Financial Services, she ran her own marketing firm and held management roles at Fortune 500 companies, including NBC Universal, The Wall Street Journal, and The Walt Disney World Company. Her past experiences in the business world have given her tremendous insight into various industries which serves as an anchor to her holistic approach.
In her practice she focuses on a client-centric philosophy to assist with tax efficient wealth maximization strategies. Claudia and her team work hard to educate, advocate, and develop customized plans to help clients meet or exceed their financial goals. Her devotion to continuing education and research provides her with the ability to remain on the cutting edge of today’s demanding financial landscape—accruing significant advantages to the clients she represents.
Her planning strategies include:
- Business Planning
- Retirement Planning
- Wealth Accumulation Strategies
- Estate & Legacy Planning
- Efficient Wealth Distribution
- Effective Insurance Planning
- Proper asset allocation for a budgeted lifestyle
- Tax efficient retirement strategies
- Long-Term Care planning*
- Protection for individuals with special needs children
Claudia understands all too well that there are no one-size-fits-all formula when it comes to individuals and their financial circumstances. Therefore, her ability for tapping into premier industry resources to provide a customized plan is of paramount importance.
CORE VALUES
Claudia’s planning concepts are rooted in her values of honesty, integrity, and trust.
PERSONAL INTERESTS
Claudia resides in Northern New Jersey with her husband Russell and her son Mason. In her spare time, she enjoys traveling, participating and volunteering in community activities, playing tennis and spending quality time with family and friends.
Education
University of Central Florida.
*Guardian nor any of its subsidiaries offer Long Term Care Insurance
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