Did You Know?
Most Advisors Cost You Profits
Unnecessary
Trades made for
Average tenure of
Did You Know?
Most Advisors Cost You Profits
Unnecessary
commissions and
embedded fees
Trades made for
mortgage payments,
not your success
Average tenure of
“financial consultants”
is only 1.5 years
What you
lose to costs
$170,000
Earnings
$160,000
Investment
$100,000
Earnings
$330,000
Investment
$100,000
- Others
- VS
- Woodson
Why A 2% Fee Will
Actually Cost You 25%
Most advisors will charge you 1-1.5% management fees and then fail to tell you about the .5-1.5% added expense of the investments they choose. Over time, that can amount to a ‘fee drag’ on your returns of 25-50% over a 20-year time frame. This also doesn’t account for the impact taxes have on your plan.
Because of our tax efficient and tax managed portfolios, we’ll help you mitigate both, keeping more money in your pocket.
We Believe
In Growing With You,
Not From You
Everyone Deserves Financial Freedom
I grew up in a family that always seemed to have money challenges. I promised myself early on that I would do whatever I had to do in order to ensure that my clients never feel the same struggles relating to money.
Because of those experiences, I’ve created a firm dedicated to helping others continue to doing what they love doing with ZERO financial stress.
Benefits of A Fee-Only Fiduciary
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© 2020 Woodson. All rights reserved.
© 2021 Woodson Wealth Management and Consulting Inc. All rights reserved.