Enjoy Your Retirement with Expert Planning

Haywood Wealth provides financial planning and wealth management for pre-retirees and retirees. We focus on retirement, investment, tax strategies, Social Security, estate planning, Roth IRA conversions, charitable giving, and risk management. As fiduciaries, we create personalized strategies to help you achieve your financial goals while minimizing taxes and securing your legacy.

Yes, Haywood Wealth is a fiduciary. This means we are legally and ethically obligated to act in your best interest at all times. Unlike some financial advisors who may recommend products that benefit them more than you, we prioritize providing unbiased advice and tailored strategies that align with your financial goals. As a fiduciary, we are committed to transparency, trust, and putting your needs first in every decision.

A retirement income plan is a comprehensive strategy that outlines how you will generate and manage income during retirement to cover your expenses and achieve your financial goals. It integrates multiple income sources, such as Social Security, pensions, investment withdrawals, and annuities, ensuring you have a steady and reliable cash flow throughout retirement.You need a retirement income plan because it addresses critical challenges retirees face, such as longevity risk (outliving your savings), market volatility, rising healthcare costs, and inflation. Without a clear plan, it can be difficult to know if your savings will last or how to withdraw funds in the most tax-efficient way. A well-crafted retirement income plan provides peace of mind, helping you enjoy retirement without worrying about running out of money. At Haywood Wealth, we specialize in creating personalized retirement income plans designed to adapt to your unique needs and changing circumstances.

At Haywood Wealth, we offer personalized financial planning and wealth management services tailored to your unique needs. Our fees are structured based on the specific services you require and the complexity of your financial situation. To provide you with a clear and transparent understanding of our costs, we recommend scheduling a complimentary consultation. During this meeting, we can discuss your financial goals and outline a customized plan, along with the associated fees. Please contact us to arrange your consultation and learn more about how we can assist you in achieving your financial objectives.

Getting started with Haywood Wealth is simple and designed to help you feel confident in your financial future. The process begins with a complimentary consultation, where we take the time to learn about your financial goals, current situation, and any concerns you may have. During this conversation, we’ll discuss how our services align with your needs and explain how we can help you achieve your objectives.Following the consultation, we’ll develop a customized financial plan tailored to your unique circumstances. Once we review and refine the plan together, we’ll implement the agreed-upon strategies. From there, we provide ongoing support, regularly monitoring and adjusting your plan as your life and market conditions evolve. Contact us today to schedule your consultation and take the first step toward achieving your financial goals.