Wood Financial Group

Our Business Is Your Tomorrow

  • Home
  • About
  • Team
  • Services
  • Blog
  • Contact
Life Insurance: A Valuable Contingent Asset Class?

Blog

Life Insurance: A Valuable Contingent Asset Class?

August 5, 2020

Our partners at Lion Street recently teamed up with Jay Judas of Life Insurance Strategies Group to coauthor an article about life insurance as a valuable contingent asset class that appears in the August edition of Trust & Estates magazine. This piece is an interesting and valuable look at  how to [Read More]

Billy Wood, Mountain Brook High School running back (1971)

Billy & The Bear

July 27, 2020

This is one of our favorite stories at WFG. How many people can say they turned down the chance to play football for Bear Bryant? That’s exactly what happened with one of our founders, Billy Wood. We are thrilled that he agreed to share this story of an afternoon of [Read More]

Our Business Is Your Tomorrow

WFG Launches New Website

July 27, 2020

We’ve got a new look! We are excited to announce the launch of our new website. When we founded WFG last year, we did so to create a new type of life insurance firm. This new venture allows us to have more control over our offerings and provide a higher [Read More]

  • « Previous Page
  • 1
  • 2
  • 3

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 logo

Wood Financial Group, LLC
2003 Cahaba Road, Suite 201
Mountain Brook, AL 35223

Call Wood Financial Group at (205) 871-2883    Connect with Wood Financial Group on LinkedIn Subscribe to WFG's Newsletter

© 2025 Wood Financial, LLC All rights reserved. | Web Design by dandelion marketing LLC