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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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.
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Money Market Funds in a Low Rate Environment
Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
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What a Relief! Congress Acts Against Surprise Medical Bills
Have you heard of the No Surprises Act? Taking effect in 2022, it helps protect consumers from large, unexpected medical bills. Learn more.
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Your Estate: Have You Looked at These Legal Documents Lately?
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
Calculators
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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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Savings Accumulation
Estimate the future value of your current savings.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.