Gary B. Woolman

Credentials:
  • CFBS
  • CLTC®
  • LUTCF®

Focus: Insurance Strategies, Investment Strategies, Business Owners, Business Succession Planning, Retirement Income Planning

Languages: English

For 40+ years, successful individuals have looked to Gary because he guides them towards financial success with passion, knowledge, and candor. What this means is that he is inspired by their goals and eager to share his creative process: educating them on their options, demonstrating their alternatives, and crafting optimal solutions in collaboration. Bottom line: clients have the clarity, confidence, and capabilities to move forward through life with power, capturing more opportunities and handling threats with certainty.

Some of his expertise includes asset protection, investments and risk management, and business consulting. He has a vast network of specialists that he works with on strategic tax and estate planning. His clients include physicians, entrepreneurs, and corporate executives. Gary is actively involved with his church, The Chapel, where he serves as a deacon in the Living Proof class and also serves on the Celebrate Recovery prayer team. He has lead classes at G.M., Verizon Data Services, Zimmer-Biomet regarding the importance of retirement income planning.

A Grace College alum, Gary has continued his education with industry courses in investment management, economics, financial planning and risk management. A Fort Wayne resident, outside of work Gary enjoys travel, golf, and attending sporting events, and spends much of his non-work time his wife and family.

In 2002 Gary graduated from Leadership Fort Wayne, which provides leadership development to a diverse group of citizens to empower them to effectively serve their community. Professionally, Gary’s work within the financial services industry has enabled him to serve as the president of the National Association of Insurance and Financial Advisors (NAIFA) of both NAIFA-Fort Wayne and NAIFA-Indiana.

For help in reaching your goals, please contact Woolman Financial Group at (260) 424-1125 to arrange an introductory meeting. It would be your first step on the path towards realizing a secure financial future.

Gary Woolman is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC http://www.sipc.org/ 900 East 96th Street., Suite 300, Indianapolis, IN 46240. Phone (317) 469-9999. Woolman Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

 

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Woolman Financial Group

Satellite Office

10445 Illinois Road
Fort Wayne, IN 46814

CRN201908-217114