Your Partner for Success
Our commitment is to help you work towards achieving all your financial goals and to provide you with a "worry free" retirement. At Wood Financial Group, LLC we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
Succeeding at Business Succession
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
A few strategies that may help you prepare for the cost of higher education.
Military families face unique challenges, making personal finance even more critical.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Being healthy not only makes you feel good, it may also help you financially.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate your monthly and annual income from various IRA types.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Do you have causes that you want to support with donations? Here are three tips.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
If you died, what would happen to your email archives, social profiles and online accounts?