As a financial planner, I help people achieve their financial goals and live the life they want. But my own journey to becoming a financial planner was also driven by personal goals and values. Growing up, I witnessed the financial struggles of my parents and the stress it caused in
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- Wealth Management
- Estate Planning
- College Planning
- Tax Planning and Preparation
Sentiment Analysis
Professional and very knowledgeable.
Very professional, not pushy, explains all your options and lets you make the decision.
Jamie is fantastic to work with and is very responsive to our questions!
The Woodson Wealth Management team provides wrap-around wealth management services that are truly customized to the client!
I am very satisfied with the level of service i'm receiving
Jaime works hard to gain a well-rounded understanding of your financial makeup and works with you to build scenarios so you can visualize how your money is working for you.
I'm one of those business owners that lacks the bandwith and knowledge for these types of financial investment strategies and Jamie is the most amenable, professional, and patient who took as much time as was needed to explain to me all the options and avenues that were in my best interest in a comprehensive and digestible way.
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