The document introduces John F. Wood, president of Wood Financial Group, LLC, who has 14 years of experience in financial planning and specializes in retirement, incapacity, and estate planning, as well as small business advisory services. It provides information on Wood Financial Group's mission and services, which include comprehensively assessing clients' unique financial needs and acting as a financial facilitator, educator, and architect to help clients manage their finances. The summary outlines the financial planning process, estimated time commitments, and compensation models typically used by Wood Financial Group.
