At Wood Financial Group (WFG), we help our clients conserve their wealth, minimize income and estate taxes, and plan for business continuation through sophisticated life insurance products. We have over $800 million of life insurance death benefits in force to serve our clients well into the future.
Our business is your tomorrow.
Founded by Billy Wood and Grahame Read in 2019, WFG was created to provide a higher and more personal level of service to our clients. Both partners worked in the industry for many years and recognized the need for a smaller, more service-focused approach.
WFG’s size and structure allow for more comprehensive planning, follow up, and monitoring of individual needs. We are proud to be a Firm of Lion Street, Inc., a leading national financial services company owned by fiercely independent financial advisors. Based in Austin, Texas, Lion Street comprises an elite network of Firms who specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients. Lion Street Firms gain favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients. Each Lion Street firm is both independently owned as well as an equity partner in Lion Street.
How We Do Business
With our unmatched planning approach and best-in-market products, we work with you to create a solution that is uniquely tailored to your circumstances.
Our business operates with three guiding principles.
- The Golden Rule – We strive to be the best we can be by “doing unto others as we would have them do unto us.”
- Unparalleled Planning for the Long-Term – Our goal is building for your tomorrow. That requires sophisticated life insurance planning that is tailored to your long-term objectives.
- Industry-Leading Service and Products – It is the pairing of excellent and personalized service with the best insurance products available that create our unique approach to achieving your goals.
What That Means For You
When we say that our business is your tomorrow, we mean it. It is the foundation of why we do what we do and the way in which we do it. We understand that your concerns extend beyond this generation—that your estate and business are a legacy that you seek to preserve for many generations to come.