Located in Hendersonville, TN, Wood Financial Group, LLC is an independent financial services company that specializes in working with individuals in or nearing retirement with all their financial needs. We understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because nearly ninety percent of our clients are retirees facing similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
As an independent financial planning firm, we represent our clients and their interests rather than any specific company. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our independence is vital to delivering objective, unbiased recommendations. Our combination of licenses, registrations, and special education qualify us to work with all types of investments. There is virtually no investment vehicle we cannot utilize if the circumstances call for it – simple or complex.
We are a rated by the Better Business Bureau, and proud members of the Hendersonville and Mt. Juliet Chambers of Commerce.