We’re a life insurance firm that turns exceptional products and services into sophisticated wealth preservation strategies for successful families and their businesses. We specialize in a comprehensive range of life insurance solutions expertly tailored to each client’s unique financial needs and goals.
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.
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.
Protect your company's greatest asset: your key employees. Your key employees are the "cornerstone" of your business. We help design and implement plans that reward and retain them for the future.
Wood Financial Group, LLC is a Lion Street™ Firm. Securities offered through Lion Street Financial, LLC, member FINRA/SIPC.
Wood Financial Group, LLC 2003 Cahaba Road, Suite 201 Mountain Brook, AL 35223