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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Should You Speed Up Your Retirement Plans?
The pandemic caused some Americans to file for Social Security earlier than planned. See four factors to consider before retiring early.
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Four Reasons to Review Your Life Insurance Needs
This article looks at major life events and the need to review your life insurance coverage in light of changing circumstances.
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Preparing for Libor to Leave the Building
The London Interbank Offered Rate influences borrowing costs worldwide. Discover why the financial industry wants a more reliable benchmark.
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Are You Ready to Cancel Your Cable TV?
Do streaming services make you contemplate cutting the cord? Read about some features, benefits, and limitations to consider before doing so.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.