Jamie M. Lima, MBA, CFP®
Woodson Wealth Management
Woodson Wealth Management is a fee-only financial advisory firm dedicated to providing fiduciary advice so you can focus on doing what you love to do with ZERO financial stress. Learn more about us and our process at www.woodsonwm.com
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm), federally registered CFP (with plaque design) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Woodson Wealth Management and Consulting Inc. is an Investment Advisor registered with the State of California. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at 858-923-4500 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from WWM with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, woodsonwm.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.