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WOOTTON FINANCIAL GROUP... A TRUSTED RETIREMENT ADVISOR

For over 30 years, Wootton Financial Group has been a trusted financial advisor helping families and individuals in Houston and across the country prepare for the best years of their life in retirement. Unlike most advisory firms that focus on selling financial products, we act as a licensed fiduciary putting your best interests first and using our expertise and guidance to create a retirement plan based on sound financial principles.

Successful retirement planning is not a “set it and forget it” discipline. Our attentive investment philosophy employs well-defined and dynamic strategies and disciplines that seek to minimize your risk during extreme market downturns and take advantage of growth opportunities.

Seeking to optimize a retirement plan is like fitting five critical puzzle pieces together…income planning, tax planning, life and health insurance planning, estate planning and overall investment planning. Our job is to help you orchestrate and coordinate these critical retirement pieces and walk with you towards a sustainable retirement. Our singular focus is to help you accomplish these two major goals while attempting to minimize unnecessary risk along the way.

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PLAN

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Or give us a call at 866-416-1703 OR 936-449-5952

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