skip to main content
Main Menu
Wood Legacy Group, LLC Logo
  • About Us
    • Meet Our Team
  • Expertise
    • Growing Families
    • Healthcare Professionals
    • Entrepreneurs & Business Owners
    • C-Suite Executives & Professionals
    • Athletes & Entertainers
  • Client Login
    • eMoney
  • Contact Us

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
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.

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

Click here

Our Location

5005 Lyndon B Johnson Fwy Ste 1600

Dallas, TX 75244

Wood Legacy Group, LLC Logo

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

Copyright . New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices