“Clarity Before Commitment Education Before Assets.”

I help retirees, families, and small business owners build financial confidence through education - so when it’s time to work with a fiduciary advisor, you’ll be ready.

👉 Start Your Clarity Path → links to free guide download (Five Foundations of Financial Clarity Before You Hire an Advisor).

Why I Founded Underwood Wealth Management

Too often, financial conversations begin with products, jargon, and sales pressure. My mission is to change that. I don’t sell products—I provide clarity. I prepare you with the knowledge and confidence to step into financial conversations on your terms.

CTA Below Pillars:
👉 Learn More: What I Do → (links to Services page).

Four Pillars of Education

  1. Path — Retirement Readiness

    1. Social Security, pensions, income planning

    2. Medicare basics & healthcare costs

  2. Fortress — Small Business Clarity

    1. Entity types & tax implications

    2. Succession planning fundamentals

  3. Shield — Investment Foundations

    1. Risk, compounding, diversification.

    2. How to evaluate advisors before hiring.

  4. Bridge — Cross-Border Awareness (future focus)

    1. Basics of global transitions

    2. Legacy and wealth transfer across borders.

Place Iconsat each pillar. 1. Footsteps, winding trail, compass. 2. castle wall, tower, shielded gate. 3. classic shield outline with modern minimal style. 4. simplearch bridge icon, symbolizing transition. Use a flat-line icon set (consistent weight, monochrome palette). Visual layout = Four columns with icons above text.

  • Keep icons light gray or muted blue.

  • Place them in circular backgrounds (like badges).

  • Add hover animation (if web dev allows) → highlight icon in gold/blue when hovered

Take the First Step Toward Financial Clarity

Download Free Guide (email capture form)

Download my free guide, “Five Foundations of Financial Clarity Before You Hire an Advisor.” This simple resource gives you the right questions and insights to feel confident before making financial commitments.

“It all begins with an idea. Maybe you want to launch a business.”

Sandy

“Dustin helped me review my insurance coverage and showed me how to get more benefits at the same cost. When he becomes a financial advisor, I’ll trust him with a portion of my investments.”

Dan Underwood

“He simplified my Medicare and life insurance choices—what felt overwhelming now feels clear and manageable.”

Cheryl Foster

Clarity Before Commitment. Education Before Assets

Start your journey today with a free guide to financial clarity.

Start Your Clarity Path