Wood Financial Group

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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 particular 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.

Last week, Rachel Biggerstaff, Partner and Senior Wealth Advisor, and Jacqueline Garneau, Chief Marketing Officer, joine...
10/26/2026

Last week, Rachel Biggerstaff, Partner and Senior Wealth Advisor, and Jacqueline Garneau, Chief Marketing Officer, joined more than 100 women leaders at Advisors Excel's Inspiring Women Conference in Savannah, Georgia.

Filled with meaningful conversations, fresh perspectives, and opportunities to learn from one another, the conference was a wonderful reflection of one of our core values, Thrive Through Growth.

At Wood Financial Group, we believe the more we learn, the more we can bring back to the people we serve. Opportunities like this encourage us to keep improving, embrace new ideas, and find meaningful ways to better serve our clients and the communities we call home.

And next year, that exchange of ideas will come full circle as Rachel returns to the Inspiring Women Conference as a keynote speaker. We're excited to see her take the stage and bring her own experiences and perspectives to the conversation.

Big retirement questions don't have to come with a big first step.Whether you're approaching retirement or already enjoy...
10/26/2026

Big retirement questions don't have to come with a big first step.

Whether you're approaching retirement or already enjoying it, you may have questions about what comes next. And sometimes, the hardest part is simply knowing where to begin.

That's why we offer a complimentary 15-Minute Strategy Call. It's a quick, no-pressure and no-obligation conversation with our team to learn more about your needs and explore next possible steps.

Schedule your complimentary call today: https://woodfinancialgroup.com/contact-us/

Have questions about retirement? You're not alone!That's why we've created a library of FREE retirement planning guides ...
10/22/2026

Have questions about retirement? You're not alone!

That's why we've created a library of FREE retirement planning guides to help you explore important topics, learn more about your options, and feel better informed as you plan for the future.

Browse our collection, choose the guides that interest you, and have them delivered straight to your inbox.

Explore our FREE retirement planning guides here:
https://woodfinancialgroup.com/helpful-guides/

This October marks a special milestone for Wood Financial Group as we celebrate our 20th anniversary! As we reflect on t...
10/20/2026

This October marks a special milestone for Wood Financial Group as we celebrate our 20th anniversary! As we reflect on the past two decades, it's the people and relationships that mean the most to us.

To our clients, past and present, thank you for allowing us to be a part of your financial journeys. To our team, thank you for the care, dedication, and heart you bring to your work every day. And to the communities throughout Middle Tennessee and Southern Kentucky, thank you for welcoming and supporting us along the way.

As we look toward the future, our commitment to listening, thoughtful planning, and building meaningful relationships remains at the heart of what we do.

From all of us at Wood Financial Group, thank you for being a part of our story.

Read our 20th anniversary reflection here: https://woodfinancialgroup.com/20-years-of-wood-financial-group-looking-back-with-gratitude-ahead-with-purpose/

Today, we’re celebrating Jaclyn Stamps, our Training & Special Projects Manager, on her 4-year anniversary with Wood Fin...
10/16/2026

Today, we’re celebrating Jaclyn Stamps, our Training & Special Projects Manager, on her 4-year anniversary with Wood Financial Group! 🎉

Over the past four years, Jaclyn’s journey at WFG has been shaped by growth, learning and a willingness to step in wherever she’s needed. Having worked across a variety of roles, she’s gained a unique perspective on how different parts of our firm work together, and she now uses that experience to help make our team even stronger.

That’s one of the things Jaclyn enjoys most about her role: no two days are quite the same. Whether she’s collaborating with different teams, taking on a new challenge or finding ways to make a process run more smoothly, she loves being someone others can turn to for help and knowing her work can make a meaningful difference.

Some of her favorite memories come at the end of our busiest seasons, when the team can look back on everything they accomplished together. For Jaclyn, those moments reflect what makes WFG special: a shared commitment to our clients and to supporting one another along the way.

She’s especially proud of the path that led her to her current role. The experience she gained throughout the firm helped prepare her to take on projects like developing our year-round internship program and helping build out our new CRM, while also giving her the opportunity to invest in the growth of others.

It’s fitting that Jaclyn’s favorite WFG core value is Thrive Through Growth. It’s a value she says she has lived firsthand. Every role has given her an opportunity to learn, develop and take on something new, and now she gets to pay that growth forward by helping other team members build their skills and reach their own goals.

Outside the office, Jaclyn enjoys spending time with friends and her dogs, getting lost in a good book and catching live music whenever she can. And one fun fact you may not expect: she earned her black belt in karate at just 12 years old!

Jaclyn, thank you for the energy, versatility and heart you’ve brought to Wood Financial Group over the past four years. We’re grateful for all the ways you support our team and help others grow along the way.

Most people think about taxes in April. By then, the income has already come in, the withdrawals have already been taken...
10/13/2026

Most people think about taxes in April. By then, the income has already come in, the withdrawals have already been taken, and many of the year’s decisions are behind you. Two retirees can need the same amount of money and still owe very different taxes, depending on where that money comes from.

Join Jackson Weeks for our free webinar, Taxes in Retirement: What You Do Before Year-End Matters. He’ll explain how your tax opportunities change at each stage of retirement and finish with a practical five-step year-end action plan.

📅 Wednesday, October 21
🕙 10 am | 12 pm | 7 pm CT

Reserve your spot: https://event.webinarjam.com/08l1z/register/08l1zcwl

10/09/2026

No two retirements are exactly alike, so why should every retirement plan be?

Rachel Biggerstaff, Partner and Senior Wealth Advisor at Wood Financial Group, discusses why your retirement strategy should reflect your unique goals, priorities, and circumstances.

Today, we’re celebrating Kevin McCann, our Chief Compliance Officer, on his 1-year anniversary with Wood Financial Group...
10/06/2026

Today, we’re celebrating Kevin McCann, our Chief Compliance Officer, on his 1-year anniversary with Wood Financial Group! 🎉

For Kevin, doing the right thing and helping others grow have always gone hand in hand. That perspective shapes both how he approaches his role and what he values most about WFG. He values being part of a team that shares his commitment to doing the next right thing and creating an environment where everyone who walks through our doors feels welcomed and appreciated.

That same commitment to people is also behind one of Kevin’s proudest accomplishments: helping develop our team through training and education. After more than 30 years in the financial services industry, he still finds it rewarding to watch newer team members build their knowledge, grow into their roles and gain confidence along the way.

It’s fitting that Kevin’s favorite WFG core value is Thrive Through Growth. In an industry that continues to evolve, he believes ongoing learning is essential. By staying current, continuing to develop and sharing that knowledge with others, our team is better equipped to serve and educate the families who count on us.

And when Kevin isn’t focused on compliance or helping our team grow, you’ll likely find him playing disc golf with friends, camping on a cool fall day or working on a puzzle indoors. But one of the titles that means the most to him has nothing to do with work: being a girl dad to three daughters he couldn’t be prouder of.

Kevin, thank you for the knowledge, care and commitment you’ve brought to WFG over the past year. We’re grateful to have you on our team!

Retirement comes with big questions. Join us at an upcoming complimentary dinner seminar as we cover timely retirement ...
09/30/2026

Retirement comes with big questions. Join us at an upcoming complimentary dinner seminar as we cover timely retirement topics, including taxes, income planning, estate considerations, and changes that could affect the years ahead.

See what’s coming to your area and reserve your seat: https://woodfinancialgroup.com/events

The tax questions you ask before December 31 could shape more than just this year’s return.Our latest blog covers 6 impo...
09/28/2026

The tax questions you ask before December 31 could shape more than just this year’s return.

Our latest blog covers 6 important tax questions retirees and pre-retirees should consider before 2026 ends, including taxable income, Roth conversions, Social Security, Medicare, investment gains and losses, and charitable giving.

The goal isn’t to make a move just because the calendar is running out. It’s to make sure the right questions have been asked while there is still time to act.

Read the full blog here: https://woodfinancialgroup.com/what-tax-questions-should-retirees-and-pre-retirees-ask-before-the-end-of-2026/

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

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