“I don’t sell products. I teach clarity”

My role is to decode financial complexity so you can make confident decisions before hiring a financial advisor.

Financial education is the foundation of every confident decision. At Underwood Wealth Management, I focus on clarity before commitment - helping you understand your options, risks, and opportunities long before you sit down with a fiduciary advisor.

Path - Retirement Readiness

  • Understand Social Security and pension basics.

  • Learn how retirement income streams work together.

  • Prepare for Medicare enrollment and healthcare costs.

    👉 Goal: Enter retirement with clarity, not questions.

Shield - Investment Foundations

  • Learn the core concepts: compounding, risk, and diversification.

  • Understand how markets behave and why patience matters.

  • Know what questions to ask before hiring an advisor.

    👉 Goal: Protect yourself with knowledge, not products.

Fortress - Small Business Owner Clarity

  • Explore entity types and their tax implications.

  • Understand succession planning fundamentals.

  • Build financial literacy to protect business continuity.

    👉 Goal: Secure your business legacy while protecting your family.

Bridge - Cross Border Awareness

  • Basics of international residency planning.

  • Tax considerations for expats and retirees abroad.

  • Wealth transfer and legacy across borders.

    👉 Goal: Prepare for the global stage of your financial journey.

At UWM, education comes first. Whether you’re preparing for retirement, running a small business, or simply trying to make sense of investments, I’m here to help you learn, decode, and prepare — so when the time comes, you’ll step into wealth management with clarity and confidence.

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