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.
Newsletters
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HOT TOPIC: Is the Russia-Ukraine War a Threat to the Global Economy?
Explore the potential impact of the Russia-Ukraine conflict across global markets, including supply disruptions, higher prices, and slower growth.
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Charitable Giving Can Be a Family Affair
Discover four ways to incorporate charitable giving into an overall financial plan that fulfills a family’s wish to “give back.”
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If You Don’t Have a Will, You Probably Should
Do you have a will? If not, this article offers three key reasons why you should.
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Following the Inflation Debate
See how measures economists and Fed policymakers use to monitor inflation fuel the debate over how long 2021’s price increases will last.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?