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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Home Sweet Home Equity
Owning a home or having substantial equity may offer financial benefits in retirement. Discover five ways to use or increase home equity.
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Insurance to Help Protect Your Business from Lawsuits
Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?
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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.
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Accumulating Funds for Short-Term Goals
Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?