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
Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
How long does a $20 bill last?
How to help determine life insurance needs to provide for your family after you pass away.
Even low inflation rates over an extended period of time can impact your finances in retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess how many days you'll work to pay your federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
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
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Have you explored all of your choices when it comes to managing your taxable income?
Understanding the cycle of investing may help you avoid easy pitfalls.
Do you have causes that you want to support with donations? Here are three tips.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Are you ready for retirement? Here are five words you should consider.
Learn how to harness the power of compound interest for your investments.