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BOISE, ID -Wood Financial, a Boise investment practice that helps Idahoans plan for and transition to retirement, is hiring as a result of the recently enacted federal tax overhaul. The company had been considering expanding before the legislation was passed but it wasn’t until they realized the direct benefits to their business that they felt the time was right to grow.
“We applaud Congress and the White House for passing the U.S. Tax Cuts and Jobs Act, which will result in meaningful corporate income tax reform for our own business and many other small business owners.” said Kelly Wood, president of Wood Financial Group. “We are excited about the savings and additional capital this tax reform brings. We plan to use it by growing our team and donating some of the savings to the charitable children’s causes our practice has supported over the years.”
Founded in 2013, Wood Financial specializes in personal planning services to assist clients with retirement, investing, asset management and estate planning. The company works closely with clients to understand their personal goals and risk tolerances and uses that information to develop customized strategies so clients can meet their long-term financial goals.
Wood Financial is actively seeking a new team member who can help clients plan the logistics of their retirement.
In addition to hiring a new team member, Wood Financial wanted to put some of its tax savings back to work in the community by investing in local non-profits. Since forming, the company has been committed to donating and volunteering with organizations focused on improving the lives of children. Wood Financial is a long-time supporter of the Idaho Foodbank, Treasure Valley Family YMCA, Boise Rescue Mission and Special Olympics of Southwest Idaho.
“We are deeply committed to this community and want to help make it a better place,” said Wood. “We are excited to invest some of our tax savings not only back into our business but organizations that we love.”
The Tax Cuts and Jobs Act was passed by Congress and signed by the President in December. It is the most extensive tax reform in three decades. The tax cuts are targeted at helping large American corporations be more competitive in an increasingly complicated global tax structure as well as smaller companies.
Wood Financial Group is a Treasure Valley based Investment practice focusing on assisting their clients with the transition to retirement. We specialize in working with business leaders and owners. Our mission is to deeply improve the lives of our clients, team members and community through a thoughtful and patient investments.