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Welcome
At Wood Financial, we specialize in investment advice, wealth management, and retirement planning for individuals, trusts, small businesses, and charitable foundations.

Over the last 30 years, Wood Financial has helped thousands of clients achieve their financial goals.

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  • Due Date Approaches for 2016 Federal Income Tax Returns
    Tax filing season is here again. If you haven't done so already, you'll want to start pulling things together — that includes getting your hands on a
  • Why Diversification Matters
    When investing, particularly for long-term goals, there is one concept you will likely hear about over and over again — diversification. Why is diversification so
  • Why a Life Insurance Claim May Be Denied
    Life insurance can be an important financial tool for you and your family. For example, life insurance can help replace earnings that would cease upon your death. It can
  • How can I prepare financially for stormy weather?
    Floods, tornadoes, torrential rain, lightning, and hail are common events in many parts of the country during the spring and may result in widespread damage. Severe
  • What are some tips for creating a home inventory?
    Imagine having to remember and describe every item in your home, especially after you've been the victim of a fire, theft, or natural disaster. Rather than relying on
    
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 The advisors of Wood Financial are Registered Representatives of and offer securities, insurance and advisory services through Royal Alliance Associates, Inc. member FINRA/SIPC. Wood Financial is not affiliated with Royal Alliance Associates, Inc. or registered as a broker-dealer or investment advisor.

IMPORTANT CONSUMER INFORMATION:  A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.



This communication is strictly intended for individuals residing in the state(s) of AL, CO, IN, KS, MT, NM, OK, TX and WY. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.