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MONEY MATTERS NASHVILLE

 

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Our goal is to make sure you have financial abundance for the rest of your life and receive sound retirement planning.

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Comprehensive Investment Planning & Management Strategies

We know full well that retirement can last 30 years or longer for most of our clients. We are focused on providing you with income-producing strategies so you can live comfortably and worry-free

Wealth Preservation

Retirement Strategies

401k & IRA Rollovers
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Income Tax Reduction & Strategic Planning

During retirement, tax and estate planning is equally as important as investment planning, and taxes often look differently during retirement than when you are working.

Tax Minimization Strategies

CPA & Income Tax Preparation

Asset Protection & Estate Planning
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Securing Your Financial Future

At Wood Financial Group, we offer a variety of strategic products & services to help you put your best foot forward, both now, and in the future.

Wealth Preservation

Education Planning

Charitable Giving Strategies

Questions?
We are here to help.

Call Us

615-826-5749

Our Locations

Hendersonville
181 E. Main Street, Suite 7, Hendersonville, TN 37075
Mt. Juliet
545 N. Mt. Juliet Road, Suite 1202, Mt. Juliet, TN 37122
Franklin-Cool Springs
5000 Meridian Blvd, Suite 790, Franklin, TN 37067

Regularly voted as the best investment services company by our community*, Wood Financial Group holds itself to a high standard of integrity with a commitment to always do our best for you. From each of our offices in Middle Tennessee, we offer a full array of investment solutions, tax-reduction strategies, tax preparation services, and overall estate-planning strategies so you can live abundantly.

 

*As voted on by the readers of The Gallatin News, Hendersonville Standard, and the Portland Sun.

 

Investment advisory services are provided through Key Capital Management, Inc. 

This information was prepared by Key Capital Management Inc., a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Key Capital Management Inc, Form ADV Part 2A & 2B can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment.