Do you have specific questions as you approach retirement?

You’re not alone. Take the Checklist Challenge to help you get your retirement right. 

retirement checklist challenge

Download the Retirement Checklist Challenge Now

By pressing “Download,” I agree to receive recurring messages from Wood Financial Group to the provided email and mobile number. Message & data rates may apply. Reply STOP to cancel. 

In this Free Checklist, You'll Mark Off Vital Elements Pertaining To:

Income

Medical & Health Care

Advanced Financial Planning

Risk Management

Tax-Efficient Strategies