Our Business Is Your Tomorrow
Our Business Is Your Tomorrow
Service Areas
Wealth Transfer
Life insurance plays a vital tax advantage role in the estate plans of affluent families by providing liquidity to pay estate taxes, equalizing an estate among heirs, or providing to a charity that is near and dear to the family.
Business Continuity
A successful business is often our clients' most valuable asset. A solid buy/sell agreement, funded with life insurance, can make all the difference for the family and the ongoing business.
Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Lion Street Financial, LLC does not provide tax or legal advice. Wood Financial Group and Lion Street are not affiliated. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed.
Client Relationship Summary (Form CRS)
Lion Street Financial
Check us out on BrokerCheck
Wood Financial Group, LLC
2003 Cahaba Road, Suite 201
Mountain Brook, AL 35223
