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.
Helpful Content
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
View all articles 
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
View all calculators
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
View all presentations
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?