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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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  • Correlation and Portfolio Performance
    Different types of investments are subject to different types of risk. On days when you notice that stock prices have fallen, for example, it would not be unusual to see
  • Six Life Insurance Beneficiary Mistakes to Avoid
    Life insurance has long been recognized as a useful way to provide for your heirs and loved ones when you die. Naming your policy's beneficiaries should be a
  • Taxes, Retirement, and Timing Social Security
    The advantages of tax deferral are often emphasized when it comes to saving for retirement. So it might seem like a good idea to hold off on taking taxable
  • I've recently changed my legal name. Do I need to change my name on my Social Security card?
    Whenever an individual legally changes his or her name, it is important to contact the Social Security Administration (SSA) as soon as possible.
  • How can I protect my Social Security number from identity theft?
    Your Social Security number is one of your most important personal identifiers. If identity thieves obtain your Social Security number, they can
    
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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.