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Welcome
At Wood Financial, we specialize in investment advice, wealth management, and retirement planning for individuals, trusts, small businesses, and charitable foundations.

Over the last 30 years, Wood Financial has helped thousands of clients achieve their financial goals.

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  • Quiz: Test Your Interest Rate Knowledge
    In December 2015, the Federal Reserve raised the federal funds target rate to a range of 0.25% to 0.50%, the first rate increase from the near-zero range where
  • How to Get a Bigger Social Security Retirement Benefit
    Many people decide to begin receiving early Social Security retirement benefits. In fact, according to the Social Security Administration, about 72%
  • The Importance of Saving for Retirement at a Young Age
    If you're an adult in your 20s, you are entering an exciting stage of life. Whether you've just graduated from college or are starting a new career,
  • How is GDP calculated in the U.S.?
    GDP, or gross domestic product, is a measurement of the total value of all goods and services produced in the United States over a given time period. It is used by
  • What is the most important component of GDP in the United States?
    We often hear in the media that consumer spending is crucial to the overall health of the U.S. economy, but exactly how important is it?
    
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 The advisors of Wood Financial are Registered Representatives of and offer securities, insurance and advisory services through Royal Alliance Associates, Inc. member FINRA/SIPC. Wood Financial is not affiliated with Royal Alliance Associates, Inc. or registered as a broker-dealer or investment advisor.

IMPORTANT CONSUMER INFORMATION:  A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.



This communication is strictly intended for individuals residing in the state(s) of AL, CO, IN, KS, MT, NM, OK, TX and WY. No offers may be made or accepted from any resident outside the specific states referenced.
 


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