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.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
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.
There’s a link between debt and stress.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Beware of these traps that could upend your retirement.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Even low inflation rates can pose a threat to investment returns.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The market is as unpredictable as the weather. We’d love to help you prepare.
Here are five facts about Social Security that might surprise you.
It’s never a bad time to speak with your financial advisor about changes in your situation.