About Wood Family Financial
Wood Family Financial has been serving clients for decades. The firm’s mission, style and approach to financial planning is educational, with a focus on long-term estate planning. The firm is dedicated to teaching people about the pros and cons of various types of investments and the impact on their overall estate in terms of both safety and growth.
% of Baby Boomers that say they will rely on their children or family if they run out of money.
% of baby boomers are “highly confident” that their retirement savings will last.
% of baby boomers have no savings at all.
Every day we face challenges managing our finances. Stock market swings, fluctuating interest rates, taxes, debt and inflation – the effects can be unsettling…
Baby Boomers are redefining age and retirement. Realizing the retirement of your dreams starts with your own personalized definition as well as a focused plan.
Protecting your hard-earned assets in perhaps the most volatile era in generations can be easier than you think. And there may not be a more important time than now to safeguard all that you’ve worked so hard to achieve.
IRAs were created to provide individuals with the opportunity to build their own tax-deferred retirement savings program.
People are smart enough to make their own decisions. Our job is to teach them enough about their finances that they understand the why behind their different investments.
We meet with you to discuss the investments you already own and why you own them. We discuss what you need money to do for you, and your timing and life goals.
We will teach you about the pros and cons of various types of investments and their impact on your overall estate. Our recommendations focus on the safety and growth of your money.
Implementation / Ongoing Updates
We will guide you through each step necessary to implement any investment choices you wish to make and ensure those choices remain appropriate for you. As changes arise, in your life’s circumstances and in the financial market, we will keep your plan current through regular reviews of your personal financial plan.
Houston Wood | Managing Partner
Meet Our Founder
Being a financial advisor runs in Houston Wood’s family. He followed in the footsteps of his father and older brother and has now been the industry for more than 40 years. His daughter, Chase Gower, has worked alongside her father for 15 years and they recently welcomed her husband, Evan, as partner…
Houston founded Wood Family Financial almost two decades ago with a mission to approach financial planning as educational. “People are smart enough to make their own decisions,” Houston says. “Our job is to teach them enough about their finances that they understand the why behind their different investments. The tagline I came up with to explain this is: ‘Educating clients to make educated decisions.’”
Meet Our Team
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