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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.

806.358.9833
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  • Playing Catch-Up with Your 401(k) or IRA
    A recent survey of baby boomers (ages 53 to 69) found that just 24% were confident they would have enough money to last throughout retirement. Forty-five percent had no
  • The Giving Season: Six Tips for Making Smart and Effective Charitable Donations This Holiday Season
    The holidays are a popular time for charitable donations. With so many charities to choose from, it's more important than ever to ensure
  • What It Means to Be a Financial Caregiver for Your Parents
    If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances.
  • What should I evaluate when considering a new job offer?
    Today, few people stay with one employer until retirement. Instead, it's likely that at some point during your career, you'll be searching for a new
  • I received a new job offer but the salary is low. Should I make a counteroffer?
    Probably. Getting paid less than you should when starting a new job can affect not only your current paycheck but also your long-term
    
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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.
 


Check the background of this financial professional on FINRA's BrokerCheck.