13777 Ballantyne Corporate Place
PLAN WELLLIVE YOUR DREAMTime-tested process for creating meaningful happiness through identifying how you want to live
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Helping Clients Prepare for Tomorrow While Living Fully TodayWe strive to be a resource to our community by helping to increase wealth, developing multi-generational legacy planning, developing increased charitable giving, and financial planning strategies by advocating for clients, and those they care most about.
"MESSAGE FROM THE FOUNDER"
ROBIN WOODELL, CFP ®
We View Our Clients As Precious Gems, Each With Unique Facets That Need Individualized, Clear Cut Solutions.
Welcome to Emerald Financial Group! As a comprehensive financial services firm, our goal is to help our clients with their overall financial health from beginning to end. We view our clients as precious gems, each with unique facets that need individualized, clear cut solutions. We thrive on helping people with the financial challenges that life will throw them, and overcome these challenges to provide confidence and wellbeing in every stage of life. Everyone is unique and there is no one size solution that fits all. For that reason, we view each person individually to come up with the right solutions for you. We look forward to helping you navigate one of the biggest pieces of your puzzle in life!