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.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Here's a breakdown of how the federal government spends your tax money.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
The tax rules that govern donating art are complex and confusing. Take a closer look.
What can be learned from the savings rate?
To choose a plan, it’s important to ask yourself four key questions.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
Using smart management to get more of what you want and free up assets to invest.
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.
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.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Do you have causes that you want to support with donations? Here are three tips.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A bucket plan can help you be better prepared for a comfortable retirement.