--- title: Financial Advisors for Life & Retirement - Haywood Wealth Management description: Retire smarter with personalized planning that prioritizes your comfort and confidence. Discover how we can guide you to a fulfilling retirement. --- × [Skip to content](https://haywoodwealth.com#main-content) [![haywood-wealth](https://haywoodwealth.com/hubfs/haywood-wealth/Images/home/haywood-wealth.svg "haywood-wealth")](https://haywoodwealth.com?hsLang=en) - [Home](https://haywoodwealth.com/) - [About Us](https://haywoodwealth.com/about-us) - [Our Process](https://haywoodwealth.com/our-process) - [FAQs](https://haywoodwealth.com/faq) - Resources Show submenu for Resources - [Videos](https://www.youtube.com/@HaywoodWealth) - [Blog](https://haywoodwealth.com/blog) - [Home](https://haywoodwealth.com/) - [About Us](https://haywoodwealth.com/about-us) - [Our Process](https://haywoodwealth.com/our-process) - [FAQs](https://haywoodwealth.com/faq) - Resources Show submenu for Resources - [Videos](https://www.youtube.com/@HaywoodWealth) - [Blog](https://haywoodwealth.com/blog) Live your best life in retirement. # We help you retire smarter, not just wealthier. [Let’s Talk](https://haywoodwealth.com/start?hsLang=en) Your browser does not support the video tag. ## A more personal approach to retirement planning for people just like you. Your browser does not support the video tag. WATCH VIDEO Testimonials 02:49 ![stars](https://haywoodwealth.com/hubfs/haywood-wealth-images/stars.svg) "...comfortable and confident that I had selected the right person to guide me with my retirement." — Margaret H. ![stars](https://haywoodwealth.com/hubfs/haywood-wealth-images/stars.svg) "...I've never felt he was looking out for himself rather than me." — Deward T. ![stars](https://haywoodwealth.com/hubfs/haywood-wealth-images/stars.svg) "...he really cares about you as a person and gives you options based on your needs." — Shalome W. ![stars](https://haywoodwealth.com/hubfs/haywood-wealth-images/stars.svg) "...Justin made preparing for retirement so easy." — Linda L. Your browser does not support the video tag. WATCH VIDEO Testimonials 02:49 ## FEATURED IN ![Forbes Logo](https://haywoodwealth.com/hubfs/Haywood%20Wealth%20Images/Pathfinder%20analysis%20sales/Forbes%20Logo.svg) ![Investopedia Logo](https://haywoodwealth.com/hubfs/Haywood%20Wealth%20Images/Pathfinder%20analysis%20sales/Investopedia%20Logo.svg) ![MarketWatch Logo](https://haywoodwealth.com/hubfs/Haywood%20Wealth%20Images/Pathfinder%20analysis%20sales/MarketWatch%20Logo.svg) ![Yahoo Finance Logo](https://haywoodwealth.com/hubfs/Haywood%20Wealth%20Images/Pathfinder%20analysis%20sales/Yahoo%20Finance%20Logo.svg) ![U.S. News & World Report Logo](https://haywoodwealth.com/hubfs/haywood-wealth-images/U.S.%20News%20%26%20World%20Report%20Logo.svg) ![2. Nasdaq Logo](https://haywoodwealth.com/hubfs/Haywood%20Wealth%20Images/Webinar%20Thank%20You%20Page/2.%20Nasdaq%20Logo.svg) ![2. GOBankingRates Logo](https://haywoodwealth.com/hubfs/Haywood%20Wealth%20Images/Webinar%20Thank%20You%20Page/2.%20GOBankingRates%20Logo.svg) ![2. 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AOL 1](https://haywoodwealth.com/hubfs/Haywood%20Wealth%20Images/Webinar%20Thank%20You%20Page/2.%20AOL%201.svg) ![Forbes Logo](https://haywoodwealth.com/hubfs/Haywood%20Wealth%20Images/Pathfinder%20analysis%20sales/Forbes%20Logo.svg) ![Investopedia Logo](https://haywoodwealth.com/hubfs/Haywood%20Wealth%20Images/Pathfinder%20analysis%20sales/Investopedia%20Logo.svg) ![MarketWatch Logo](https://haywoodwealth.com/hubfs/Haywood%20Wealth%20Images/Pathfinder%20analysis%20sales/MarketWatch%20Logo.svg) ![Yahoo Finance Logo](https://haywoodwealth.com/hubfs/Haywood%20Wealth%20Images/Pathfinder%20analysis%20sales/Yahoo%20Finance%20Logo.svg) ![U.S. News & World Report Logo](https://haywoodwealth.com/hubfs/haywood-wealth-images/U.S.%20News%20%26%20World%20Report%20Logo.svg) ![Forbes Logo](https://haywoodwealth.com/hubfs/Haywood%20Wealth%20Images/Pathfinder%20analysis%20sales/Forbes%20Logo.svg) ![Investopedia Logo](https://haywoodwealth.com/hubfs/Haywood%20Wealth%20Images/Pathfinder%20analysis%20sales/Investopedia%20Logo.svg) ![MarketWatch Logo](https://haywoodwealth.com/hubfs/Haywood%20Wealth%20Images/Pathfinder%20analysis%20sales/MarketWatch%20Logo.svg) ![Yahoo Finance Logo](https://haywoodwealth.com/hubfs/Haywood%20Wealth%20Images/Pathfinder%20analysis%20sales/Yahoo%20Finance%20Logo.svg) ![U.S. News & World Report Logo](https://haywoodwealth.com/hubfs/haywood-wealth-images/U.S.%20News%20%26%20World%20Report%20Logo.svg) ![2. Nasdaq Logo](https://haywoodwealth.com/hubfs/Haywood%20Wealth%20Images/Webinar%20Thank%20You%20Page/2.%20Nasdaq%20Logo.svg) ![2. GOBankingRates Logo](https://haywoodwealth.com/hubfs/Haywood%20Wealth%20Images/Webinar%20Thank%20You%20Page/2.%20GOBankingRates%20Logo.svg) ![2. Moneywise 1](https://haywoodwealth.com/hubfs/Haywood%20Wealth%20Images/Webinar%20Thank%20You%20Page/2.%20Moneywise%201.svg) ![2. AOL 1](https://haywoodwealth.com/hubfs/Haywood%20Wealth%20Images/Webinar%20Thank%20You%20Page/2.%20AOL%201.svg) ![2. Nasdaq Logo](https://haywoodwealth.com/hubfs/Haywood%20Wealth%20Images/Webinar%20Thank%20You%20Page/2.%20Nasdaq%20Logo.svg) ![2. GOBankingRates Logo](https://haywoodwealth.com/hubfs/Haywood%20Wealth%20Images/Webinar%20Thank%20You%20Page/2.%20GOBankingRates%20Logo.svg) ![2. Moneywise 1](https://haywoodwealth.com/hubfs/Haywood%20Wealth%20Images/Webinar%20Thank%20You%20Page/2.%20Moneywise%201.svg) ![2. AOL 1](https://haywoodwealth.com/hubfs/Haywood%20Wealth%20Images/Webinar%20Thank%20You%20Page/2.%20AOL%201.svg) We're not your typical financial advisors ## We don't believe in cookie-cutter portfolios. Every family has different goals, concerns, and plans for their retirement. Our process starts with understanding what important to you, so we can build the personalized plan you and your family deserve. [See how we work](https://haywoodwealth.com/our-process?hsLang=en) Don't just take our word for it... ## Hear from the people who've experienced working with us Learn why people chose Haywood Wealth and what their experience has been like along the way. ![Tina Testimonial Thumbnail](https://haywoodwealth.com/hs-fs/hubfs/Tina%20Testimonial%20Thumbnail.png?width=563&height=315&name=Tina%20Testimonial%20Thumbnail.png) ![Jed Testimonial Thumbnail](https://haywoodwealth.com/hs-fs/hubfs/Jed%20Testimonial%20Thumbnail.png?width=563&height=315&name=Jed%20Testimonial%20Thumbnail.png) ![Kate Testimonial Thumbnail](https://haywoodwealth.com/hs-fs/hubfs/Kate%20Testimonial%20Thumbnail.png?width=563&height=315&name=Kate%20Testimonial%20Thumbnail.png) Their retirement journeys may be different, but they all started with a conversation. Here's what guides our approach... ## We want you to live your best life in retirement. We know how much work went into building the retirement you've dreamed of...

And we also know that the choices you make today can affect your income, taxes, and financial security for 10, 20, or even 30+ years to come. That's why helping you navigate retirement is personal for us. At Haywood Wealth, we're committed to helping you make informed decisions and move forward with confidence. [Meet Our Team](https://haywoodwealth.com/about-us?hsLang=en) Your browser does not support the video tag. If you've made it this far... ## Maybe you have some of these questions too. What can I expect if we work together? What services do you offer? How do I know if I’m a good fit to work with you? How do you charge for your services? How do I get started with Haywood Wealth? ### Answer A real financial advisor doesn’t just manage finances in a vacuum. You have to know whose money you’re managing, so that you can manage it effectively. Our goal is to enhance your life and make the most of the money you’ve accumulated. That means different things for different people, so we want to know you personally, what motivates you, and how you want to live. Watch (01:05) ### Answer We help coordinate your full financial picture so that you don’t have to turn to multiple people for advice. That includes: - Retirement guidance - Investment management - Tax planning - Proactive estate planning - Insurance reviews - Cash flow forecasting Our goal is to empower you to live your best life with your money, and to give you the confidence to do so. ### Answer Most of our clients are getting close to retirement, or are already retired and have accumulated at least $1 million in their portfolio. When they first come to us, they’ve reached a point where they realize they don’t want to be responsible for managing the many aspects of their financial picture, and would prefer a professional money manager to oversee everything. If that sounds like where you are, we may be a good fit to work together. Watch (00:52) ### Answer We bill your accounts directly. Billing occurs quarterly, in arrears. Our fees begin at 1.00% for the first $1 million, and decrease as your assets grow. We are transparent with our pricing, and don’t have any hidden fees or charge extra for other services like tax planning and estate planning. Watch (01:37) ### Answer Getting started is easy. Schedule a complimentary consultation to discuss your financial goals and current situation. We'll create a personalized financial plan, review it with you, and provide ongoing guidance to help you stay on track toward your goals. ![Happy Family](https://haywoodwealth.com/hs-fs/hubfs/haywood-wealth-images/Happy%20Family.jpg?width=2000&name=Happy%20Family.jpg) ## Retirement planning insights Learn about retirement income, taxes, Social Security, and more. ![retire-now](https://haywoodwealth.com/hs-fs/hubfs/haywood-wealth-images/retire-now.webp?width=365&height=547&name=retire-now.webp) Watch ### I'm 58 with $2.98M. Can I Retire Now AND Spend $10k a month? Play × ![How To Know When YOU Should Retire?](https://haywoodwealth.com/hs-fs/hubfs/haywood-wealth-images/How%20To%20Know%20%20When%20YOU%20%20Should%20Retire%3F.webp?width=365&height=410&name=How%20To%20Know%20%20When%20YOU%20%20Should%20Retire%3F.webp) Watch ### How To Know When YOU Should Retire? Play × [See more videos](https://www.youtube.com/@HaywoodWealth) ## Ready to get clarity on your retirement? We'd love to meet you, learn more about your goals, and together, we’ll explore how to make the most of what you've worked hard to build. [Schedule a call](https://haywoodwealth.com/start?hsLang=en) [![haywood-wealth](https://haywoodwealth.com/hubfs/haywood-wealth/Images/home/haywood-wealth.svg "haywood-wealth")](https://haywoodwealth.com?hsLang=en) Your trusted partner for a smarter retirement and a more confident future. - [![Facebook](https://haywoodwealth.com/hubfs/haywood-wealth/Images/global/icons/Facebook.svg)](https://www.facebook.com/HaywoodWealth) - [![Twitter](https://haywoodwealth.com/hubfs/haywood-wealth/Images/global/icons/Twitter.svg)](https://twitter.com/haywoodwealth) - [![Instagram](https://haywoodwealth.com/hubfs/haywood-wealth/Images/global/icons/Instagram.svg)](https://www.instagram.com/haywood.wealth/) - [![LinkedIn](https://haywoodwealth.com/hubfs/haywood-wealth/Images/global/icons/LinkedIn.svg)](https://www.linkedin.com/company/haywood-wealth-management/) ### Navigation - [Home](https://haywoodwealth.com) - [About Us](https://haywoodwealth.com/about-us) - [Our Process](https://haywoodwealth.com/our-process) - [FAQs](https://haywoodwealth.com/faq) - Resources - [Videos](https://www.youtube.com/@HaywoodWealth) - [Blog](https://haywoodwealth.com/blog) ### Contact us [![Email](https://haywoodwealth.com/hubfs/haywood-wealth/Images/home/Email.svg)info@haywoodwealth.com](mailto:info@haywoodwealth.com;) [![Phone](https://haywoodwealth.com/hubfs/haywood-wealth/Images/home/Phone.svg)281-848-2566](tel:281-848-2566) ![Mark](https://haywoodwealth.com/hubfs/haywood-wealth/Images/home/Mark.svg) Haywood Wealth Management, 2625 Bay Area Blvd Suite 120 Houston, TX 77058 © Copyright Haywood Wealth Management, LLC. 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