Woodson Wealth Management

No one taught you about financial planning in school did they? It’s a common thing that most people don’t understand.

When both you and your partner are working and earning good money, how can you make the most of that money and create more wealth so you can retire to live the life you want?

All it takes are some simple steps to set you on a path to having a Million Dollars to retire on. Of course, it won’t be a million after tax, so why not aim higher?

I love working with people to educate them on these important things – financial planning, wealth management, investment planning and estate planning. And, I even help with insurance choices, too.

Check out my YouTube Channel for regular videos on these and more topics. And signup for my webinars. They’re even more informative.

You can have that dream to live the life you want when you retire, and that may even be early. All it takes is some well thought out financial planning and learning to invest wisely.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

Advisors at this Office

Advisors at Other Firm Offices

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

This Office

108-24 71st Ave, Apt 4H Forest Hills, NY 11375 Phone: +1 (516) 518-4404

Primary Office

1672 Main Street Ste E-155 Ramona, CA 92065 Phone: (760) 566-8533

Other Offices

108-24 71st Ave, Apt 4H Forest Hills, NY 11375 Phone: +1 (516) 518-4404
Call for an Appointment Round Rock, TX 78664 Phone: +1 (512) 677-6900
Call for an Appointment Brooklyn, NY 11225 Phone: (818) 798-4439
808 Roosevelt Rd East Rochester, NY 14445 Phone: (585) 357-0680