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GROWING FAMILIES


Your family is growing, and with that comes new financial challenges and dreams. We understand the balance you need to strike between managing today’s expenses and planning for tomorrow’s milestones. From saving for college and buying your dream home to securing life insurance and planning for retirement, we provide personalized financial solutions tailored to your family’s needs. Let us guide you towards a future where your loved ones are provided for, and your goals are within reach.

  • Financial Planning

  • Cash Flow

  • Risk Management/Insurance

  • Investment/Retirement Planning

  • Estate Planning

  • Tax Strategies

Disclosure

Nelson Wood is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #7984438), AZ, CA (CA Insurance License #0G82675), FL, GA, LA, MA, MO, SC, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Nelson Wood is licensed and authorized to offer insurance in California and Arkansas, but Wood Legacy Group, LLC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Nelson Wood is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 5005 Lyndon B Johnson Fwy Ste 1600, Dallas, TX, 75244, 972-774-2489. In this regard, this communication is strictly intended for individuals residing in the state of Texas. No offers may be made or accepted from any resident outside the specific state referenced.

Nelson Wood is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the state of Texas. As such, these services are strictly intended for individuals residing in the state referenced.

Nelson Wood is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Wood Legacy Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Wood Legacy Group, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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Our Location

5005 Lyndon B Johnson Fwy Ste 1600

Dallas, TX 75244

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Get in Touch

(972) 774-2489
info@woodlegacygroup.com
  • About Us
    • Meet Our Team
  • Expertise
    • Growing Families
    • Healthcare Professionals
    • Entrepreneurs & Business Owners
    • C-Suite Executives & Professionals
    • Athletes & Entertainers
  • Client Login
    • eMoney
  • Contact Us

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