Do you know someone who is:
- Retired or nearing retirement?
- Thinking about retiring early?
- Concerned about running out of money?
- Concerned about paying for long-term care?
- Interested in tax-efficient income planning or preserving assets?
We would love to meet them and see how we might help create their own roadmap for a successful retirement.
How to Join
The Wood Elite Club is an exclusive group for clients who support us through referrals each year. We feel honored when you put your faith and trust in us to take care of the people who are most important to you.
If you know someone who might benefit from our expertise:
- Contact our office by calling 615.826.5749 or emailing inquire@woodfinancialgroup.com to request a complimentary, no-obligation financial consultation
- Invite them to an upcoming event
- Share one of our informational packets
- Fill out the form below to make a virtual introduction*
When someone you know comes to see us, we’ll let you know that you’ve become the newest member of the exclusive Wood Elite Club.
It’s that easy.
Elite Club Benefits:
- Invitation to our Annual Elite Club Gala
- Invitation to exclusive events with the opportunity to bring more guests
- Priority invitation to all other client events
Unlike some awkward, salesy referral programs, we think of referrals as a way to make a difference in someone’s life.
We also recognize that a referral is the highest honor you can give us, and we thank you for your confidence in us.
Know a Friend or Family Member that Could Use Some Financial Confidence?
Let us know by referring them here!
Elite Club
"*" indicates required fields
When someone you refer comes to see us, you become a member of The Wood Elite Club.
THE OPEN ROAD TO RETIREMENT IS CALLING —
How Will You Answer?
Take the first step toward financial independence. Schedule your complimentary no-obligation, 15-Minute Strategy Call to learn how our experienced advisors can help ensure you never run out of income in retirement.