At Wood Financial Partners we work closely with our clients to provide the best service and advice we possibly can.  Planning is about more than dollars and cents.  For this reason we work with our clients to design and implement custom strategies built to help them accomplish their personal goals.  We are a multi-generational firm working with clients to create, preserve, and transfer wealth according to their wishes.

Our services include retirement planning, succession planning, buy sell funding, long term care, insurance audits, and investment management.