Our Business Is Your Tomorrow

Wood Financial Group

Strategy Is Everything

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.

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.

Executive Benefits

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.