We'd love to meet with you.
Tell us a little about yourself.
What can you expect?
1. Discovery Call
We'll get to know you, what prompted you to reach out, and what you hope to accomplish in retirement.
2. Determine the Right Fit
We'll answer your questions, discuss your current situation, and explore whether Haywood Wealth is the right fit for your needs.
3. Begin Building Your Path Forward
If we decide to move forward together, we'll guide you through the next steps of the Retirement Pathfinder Process.
Testimonials
Haywood Wealth Managemenet has not provided any compensation for the testimonials shown. The testimonials shown have been selected from among all client feedback. To our knowledge, no other conflicts of interest exist regarding these testimonials.
Tell us a little about yourself.
Frequently Asked Questions
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.
Most of our client accounts are managed at Charles Schwab, who acts as an independent custodian for your money. We don’t work for Schwab, but simply use their industry leading technology to manage our clients’ investments most effectively.
Most account transfers are handled electronically. We guide you through every step to assure a seamless transition.
We bill your accounts directly. Billing occurs quarterly, in arrears. Our fees begin at 1.5% 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.
Most people who hire us reach a point where they realize they no longer want to manage every piece of their financial life on their own. They value having a trusted advisor oversee the full picture and help keep everything coordinated.
While there is a cost to working with us, our goal is to deliver meaningful value through efficient investment strategies, thoughtful planning, and the confidence that comes from knowing your finances are in good hands.
Yes, Justin will be your financial advisor and single point of contact. You’ll benefit from his vast experience helping people like you live their best life in retirement.
Although we do value a long-term partnership with our clients, we do not require you to work with us for a defined period of time.
You can cancel any time you feel our services are no longer a good fit for your needs.
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.
We use Zoom to meet with our clients that aren’t local to our Houston TX office. We’re also available for phone calls or emails - whatever works best for you.
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.