Woodson Wealth Management

As a member of the Boomer generation, I found myself thrust into the role of managing my mother's financial portfolio after my father's passing. This involved managing her IRAs, which were heavily invested in stocks, as well as her real estate – her true nest egg. Concurrently, I began to seriously consider my own retirement options, focusing on identifying the ideal savings amount to support my desired lifestyle. After researching potential financial advisors, I ultimately chose Al Faber from Woodson Wealth Management for a number of reasons. First and foremost, Al is a fee-based financial planner who tailors his advice to my specific needs, without financial incentives to recommend specific products. Additionally, he is goal-oriented, flexible in his schedule, and consistently prepared for our meetings. His experience working on Wall Street allows him to communicate complex financial concepts clearly and effectively. As a result of our positive experiences thus far, I plan to continue engaging with Al in order to ensure that I am on track to meet my future financial goals.

Al was highly skilled in assisting me with organizing and also provided some recommendations on how to increase my savings. He displayed a high level of competence and professionalism without any pushy sales tactics.