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.
Sign up for our Free Educational Video Series
Click here to preview a short animated video illustrating some important facts about stock market history that you should know. By understanding how certain patterns tend to repeat themselves, you’ll be better prepared to sort through the Wall Street hype and focus on strategies that can help you avoid damaging losses to your retirement savings.
If you like what you see, you’ll be able to sign up to watch the entire video, plus other helpful videos, in our animated series.
The market is as unpredictable as the weather. We’d love to help you prepare.
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Four vacation destinations you might never have thought of.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Why have the markets been so volatile recently?
It may help your business be better prepared in the event of the death of a principal or key employee.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
What kind of auto insurance should you have? Do you know?
Military families face unique challenges, making personal finance even more critical.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
Use this calculator to compare the future value of investments with different tax consequences.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There’s an alarming difference between perception and reality for current and future retirees.
You’ve made investments your whole life. Work with us to help make the most of them.
What are your options for investing in emerging markets?
There are three things to consider before dipping into retirement savings to pay for college.