Services

Beth Wright Woodside, CFP, is a fee-only financial planning and investment management firm.  As a CERTIFIED FINANCIAL PLANNER professional, Beth works as a fee-only financial advisor, therefore our only compensation is the fee paid by our clients. We provide financial planning services and investment advice based upon our clients' best interests and individual circumstances.

We specialize in comprehensive financial planning, retirement income planning, investment management services, tax planning as well as tax preparation services. This holistic approach allows us to review all aspects of a client's situation to ensure complete financial integration.

Most of our client relationships involve ongoing financial planning, investment management, tax planning and tax preparation. Our asset allocation and investment decisions are based solely on on the needs of each client. We are legally bound to act in good faith and in the best interest of our clients. We do not receive commissions based upon purchases or sales of assets.  We do not sell annuities, insurance, or any commissioned products.

At Beth Wright Woodside, CFP, we recognize the interconnection between investment management and taxes.  That is why we perform tax planning services throughout the year for our clients. We have multiple specialties to offer current and prospective clients:

We do this by:

  • Earning the trust of our clients through personal integrity, confidentiality and superb attention to detail in client financial matters and personal situations.
  • Providing clients with an understanding of their unique personal and financial situation.
  • Providing financial direction for each client to resolve his or her often-conflicting goals and objectives.
  • Providing client investment recommendations in concert with their goals, objectives and stated risk tolerance.
  • Preparing accurate and timely tax returns, utilizing the full scope of the tax code to reduce taxes and to improve the clients long-term financial situation.
  • Providing retirement planning advice to clients in order to maximize their retirement lifestyle.
  • Providing estate planning advice to clients in order to minimize probate expenses, estate taxes and estate settlement duration.
  • Assisting clients in time of emotional turmoil when the next step is not clear.