Greenwood Financial Group

Greenwood Financial Group Securities offered through Cambridge Investment Research, Inc., Member FINRA/SIPC. Shares and links ≠ endorsements. We can only follow GFG employees.

A friendly reminder to our clients with required minimum distributions (RMDs): with recent IRS changes, there's no longe...
06/29/2026

A friendly reminder to our clients with required minimum distributions (RMDs): with recent IRS changes, there's no longer a universal system to track RMDs.

This means checking in with us each year is the best way to make sure everything is accurate and on track.

We'll always cover your distributions during your annual review, but we're always just a call away if you'd like to connect sooner! (804) 421-4020

Estate planning is easy to put off until life reminds you why it matters.At Greenwood Financial Group, we help our clien...
06/22/2026

Estate planning is easy to put off until life reminds you why it matters.

At Greenwood Financial Group, we help our clients define what they want their legacy to look like:

✅ What do you want protected?

✅ Who do you want to provide for?

✅ What does the future look like for the people you love most?

Once we help you work through those goals, we connect you to the right people to make it happen. Call our team today with any questions 📞 (804) 421-4020

Happy Father's Day to all dads, grandfathers, and father figures, especially the amazing dads on our team!
06/21/2026

Happy Father's Day to all dads, grandfathers, and father figures, especially the amazing dads on our team!

In observance of Juneteenth, the markets are closed today and our team will be taking a half day to commemorate this imp...
06/19/2026

In observance of Juneteenth, the markets are closed today and our team will be taking a half day to commemorate this important day in history.

Have you heard about Trump Accounts?These are a new custodial-style savings account for children that serve as starter I...
06/17/2026

Have you heard about Trump Accounts?

These are a new custodial-style savings account for children that serve as starter IRAs for kids. The goal is to give children a head start on investing by putting money to work early and allowing time and compounded growth to build meaningful long-term savings.

The government will contribute $1,000 for children born between January 2025 and December 2028, and parents as well as other family members combined can contribute up to $5,000 annually.

Accounts are set to become available July 4, 2026. Learn more on their website. https://trumpaccounts.gov/

There's no better way to spend a day than on the golf course with great company! ⛳At Greenwood Financial Group, some of ...
06/15/2026

There's no better way to spend a day than on the golf course with great company! ⛳

At Greenwood Financial Group, some of our favorite conversations with our clients happen outside of the office.

Last week, our team traveled to Cape Neddick, Maine for Horizon Investments' 2026 Advisor Symposium! 🦞Horizon is one of ...
06/12/2026

Last week, our team traveled to Cape Neddick, Maine for Horizon Investments' 2026 Advisor Symposium! 🦞

Horizon is one of the investment firms that we strategically partner with to better serve our clients. During the conference, we received market updates, industry insights, and tools to help us improve as a firm.

We're already looking forward to the next event!

Stay tuned….
06/09/2026

Stay tuned….

The hardest financial conversations are usually the most important ones.Discussing with those who matter most about what...
06/05/2026

The hardest financial conversations are usually the most important ones.

Discussing with those who matter most about what happens to your assets once you're gone may not be the easiest conversation, but they're the ones worth having. Whether you're already on track for retirement or ensuring your family will be taken care of, life happens fast and it's important to have a plan.

At Greenwood Financial, we encourage these types of conversations. Caring about what happens to you and the people you love goes far beyond managing numbers for us. Getting into the real, meaningful stuff is exactly where we feel we can make the biggest difference.

If you have any questions, we're always here to help.

Congratulations to Kristin Reihl on her well-deserved retirement!Kristin has been an integral part of the Greenwood Fina...
06/03/2026

Congratulations to Kristin Reihl on her well-deserved retirement!

Kristin has been an integral part of the Greenwood Financial team, bringing warmth and unwavering support to every client.

We're grateful for all of her hard work and wish her all the best in this next chapter!

Address

3761 Westerre Parkway, Suite C
Richmond, VA
23233

Website

Alerts

Be the first to know and let us send you an email when Greenwood Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category