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.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Five creative (and inexpensive) ideas for motivating your employees.
A change in your mindset during retirement may drive changes to your portfolio.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Retirees traveling abroad need to know that their health insurance travels with them.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator demonstrates the power of compound interest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
What is your plan for health care during retirement?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Smart investors take the time to separate emotion from fact.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.