We work to take the worry out of retirement by reviewing and adjusting the strategy as needed to help ensure we’re on track toward meeting goals and objectives.
We are held to a fiduciary standard and our goals is always to do what’s best for our client. Some of our service offerings include:
- Comprehensive Investment Planning & Management Strategies
- Wealth Preservation
- Retirement Strategies
- 401k & IRA Rollovers
- Tax Minimization Strategies
- CPA & Income Tax Preparation
- Asset Protection & Estate Planning
- Insurance & Annuity Products
- Education Planning
- Charitable Giving Strategies
Key Capital Management, Inc. is a subsidiary of Wood Financial Group, LLC, and a SEC Registered Investment Advisor. Key Capital provides fee-based wealth advisory and retirement services that include: wrap accounts, advisor directed or third party-managed accounts, asset allocation and portfolio reporting, tax trust and estate and financial planning services. Investment advisory services are offered by Wesley Wood and Danny Prestage.
WFG Investments, Inc., a subsidiary of Williams Financial Group, Inc., is a registered broker - dealer and a member of FINRA and SIPC. In addition to serving as a registered broker - dealer to process transactions, WFG Investments, Inc. offers a comprehensive range of products, including stocks, bonds, options, mutual funds, unit investment trust, Alternative Investments, CDs, 401Ks, IRAs, 529 Plans and cash management with check writing and credit card services, online bill pay, and electronic funds transfers. Securities offered by Danny Prestage through WFG Investments, Inc. Member FINRA & SIPC.
Wood Tax Advisory Group provides personalized tax preparation and accounting services. We believe it’s important to avoid paying any more in taxes than you have to. That means taking advantage of every strategy, deduction, and credit that you're entitled to and seeking tax savings methods through various investment options.