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.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Tax preparation may be the perfect time to give the household budget a check-up.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
It sounds simple, but paying yourself first can really pay off.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are hundreds of ETFs available. Should you invest in them?
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.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The decision whether to buy or rent a home may have long-term implications.
Learn how to harness the power of compound interest for your investments.
A bucket plan can help you be better prepared for a comfortable retirement.