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Wood Financial Group

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Hendersonville, TN
Wood Financial Group

Investment advisory services offered through Key Capital Management, Inc. The views expressed within this site are the views of the poster alone.

We are dedicated to providing our clients with the best products and services available. We provide outstanding service to help reduce your taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect your lifestyle for a lifetime. Information provided is for educational purposes only and should not be viewed as a recommendation to buy or sell any parti

cular financial product or service. Depending on your individual situation, discussions presented may not be appropriate. Investment advisory services through Key Capital Management, Inc. We are currently licensed to offer securities in the states of TN, KY, AR, MS, MI, AZ, NY, NC, FL, GA, IL and WV. This is not an offer to sell securities in any other state or jurisdiction.

09/02/2026

As Labor Day approaches, we want to take a moment to recognize the hard work, dedication, and perseverance that help build strong families, businesses, and communities.

🇺🇸 𝐈𝐧 𝐨𝐛𝐬𝐞𝐫𝐯𝐚𝐧𝐜𝐞 𝐨𝐟 𝐋𝐚𝐛𝐨𝐫 𝐃𝐚𝐲, 𝐨𝐮𝐫 𝐨𝐟𝐟𝐢𝐜𝐞𝐬 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐜𝐥𝐨𝐬𝐞𝐝 𝐌𝐨𝐧𝐝𝐚𝐲, 𝐒𝐞𝐩𝐭𝐞𝐦𝐛𝐞𝐫 𝟕, 𝐚𝐧𝐝 𝐰𝐢𝐥𝐥 𝐫𝐞𝐨𝐩𝐞𝐧 𝐟𝐨𝐫 𝐫𝐞𝐠𝐮𝐥𝐚𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐡𝐨𝐮𝐫𝐬 𝐨𝐧 𝐓𝐮𝐞𝐬𝐝𝐚𝐲, 𝐒𝐞𝐩𝐭𝐞𝐦𝐛𝐞𝐫 𝟖.

From all of us at Wood Financial Group, we wish you and your family a safe and happy Labor Day!

08/31/2026

Retirement planning can sometimes feel like the classic chicken-and-egg dilemma.

Do you determine your income needs first or decide where that income should come from? Do you adjust your investments or first consider how that decision could affect your taxes and long-term plan?

The reality is, 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬 𝐫𝐚𝐫𝐞𝐥𝐲 𝐡𝐚𝐩𝐩𝐞𝐧 𝐢𝐧 𝐢𝐬𝐨𝐥𝐚𝐭𝐢𝐨𝐧.

Income, investments, taxes, healthcare, and your legacy can all influence one another. And a decision that looks good on its own may look very different when you consider its impact on the rest of your financial picture. 𝐈𝐭’𝐬 𝐧𝐨𝐭 𝐣𝐮𝐬𝐭 𝐚𝐛𝐨𝐮𝐭 𝐦𝐚𝐤𝐢𝐧𝐠 𝐠𝐨𝐨𝐝 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬, 𝐢𝐭’𝐬 𝐚𝐛𝐨𝐮𝐭 𝐦𝐚𝐤𝐢𝐧𝐠 𝐬𝐮𝐫𝐞 𝐭𝐡𝐨𝐬𝐞 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬 𝐰𝐨𝐫𝐤 𝐭𝐨𝐠𝐞𝐭𝐡𝐞𝐫.

If you’re wondering how well the pieces of your retirement plan are working together, we’d be happy to have a conversation.

Schedule a complimentary 15-Minute Strategy Call today: https://woodfinancialgroup.com/contact-us/

08/26/2026

Retirement is one of life's biggest transitions. Rachel Biggerstaff, Partner and Senior Wealth Advisor at Wood Financial Group, explains why knowledge and preparation can help you approach this next chapter with greater confidence and peace of mind.

There's still time to register for Rachel's upcoming webinar, "Love Written Down: Estate Planning Mistakes That Can Create Family Conflict," happening tomorrow, August 27. Choose from one of the three sessions and reserve your spot here: https://event.webinarjam.com/08l1z/register/y60n8i7m

08/24/2026

Estate planning isn’t just about documents, it’s also about the people you love.

Join Rachel Biggerstaff, Partner and Senior Wealth Advisor at Wood Financial Group, for our upcoming complimentary webinar, “Love Written Down: Estate Planning Mistakes That Can Create Family Conflict.”

Rachel, recently recognized by InvestmentNews.com as a 2025 $100M Club Top Female Advisor, will discuss common estate planning mistakes and considerations that can help you and your family better prepare for the future.

📅 Thursday, August 27
🕙 Three sessions: 10 am | 12 pm | 7 pm

Register here: https://event.webinarjam.com/08l1z/register/y60n8i7m

We hope you’ll join us!

08/20/2026

Did you know that we host dinner seminars throughout Middle Tennessee and Southern Kentucky?

These complimentary events are a great opportunity to enjoy dinner while learning more about important financial topics that could impact you and your family as you prepare for and live in retirement.

Find an upcoming dinner seminar in your area and reserve your seat here: www.woodfinancialgroup.com/events

We’d love to have you join us!

08/18/2026

Retirement comes with big decisions. The right information can make them easier.

We’ve put together a collection of FREE retirement planning guides designed to help you explore important topics, ask better questions, and feel more prepared for what’s ahead.

Choose the guides that matter most to you and have them delivered straight to your inbox.

Download our free guides here: https://woodfinancialgroup.com/helpful-guides/

08/12/2026

Could your investment portfolio use a checkup?

Our complimentary Investment Portfolio Checklist can help you take a closer look at your current strategy and identify important questions to consider, including:

• Is your portfolio aligned with your retirement timeline?
• Are you taking an appropriate amount of risk?
• Do your investments support your income needs?
• Are you truly diversified?
• Have taxes, healthcare costs, and life changes been considered?

Read our latest blog post, “Is Your Investment Portfolio Still Aligned With Your Retirement?” and access the complimentary checklist here: https://woodfinancialgroup.com/is-your-investment-portfolio-still-aligned-with-your-retirement

08/10/2026

With five offices across Middle Tennessee and Southern Kentucky, Wood Financial Group is proud to serve individuals and families in:

📍 Bowling Green
📍 Franklin
📍 Hendersonville
📍 Mount Juliet
📍 Murfreesboro

Our team is here to help you gain clarity and peace of mind, evaluate your options, and take the next step toward your financial goals.

Book a complimentary, no-obligation 15-Minute Strategy Call today: https://woodfinancialgroup.com/contact-us

08/06/2026

Preparing for retirement involves more than reaching a savings goal. It means creating a thoughtful strategy that helps what you’ve built continue working for you while supporting the retirement you envision.

In our newly released book, 𝘛𝘩𝘦 𝘙𝘦𝘵𝘪𝘳𝘦𝘮𝘦𝘯𝘵 𝘙𝘖𝘜𝘛𝘌, Wes Wood and Rachel Biggerstaff explore five critical areas that we believe can shape retirement: risk management, optimizing income, unplanned healthcare costs, taxes, and estate planning. More importantly, they discuss how each area connects and why they should be considered together as part of one coordinated strategy.

Whether retirement is still ahead or already underway, our brand new book offers practical insights to help you better understand and navigate the road ahead.

📚 Download your free digital copy here: https://woodfinancialgroup.com/the-retirement-route-book

08/05/2026

Some of life’s richest moments never appear on an account statement. They’re found in laughter, meaningful connections and time spent together.

At Wine & Wisdom, Wood Financial Group President Wes Wood welcomed our clients and their guests for a relaxed evening of wine, light bites, flowers and great conversation. It was a wonderful opportunity to reconnect, share stories and celebrate the relationships we value so much.

Thank you to everyone who joined us and made the evening so special. We’re grateful to have you as part of the Wood Financial Group family!

Address

181 E Main Street, Ste 7
Hendersonville, TN
37075

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 2pm

Website

https://woodfinancialgroup.com/

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