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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Turbulent Times: Bear Markets Come and Go
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
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HOT TOPIC: Election 2020: Uncertainty Creates Potential for Market Swings
A shift in the balance of power can strongly affect economic policies. View the presidential candidates’ tax proposals and other monetary policy positions.
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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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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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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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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.