Wootton Financial Group, Inc.

Wootton Financial Group, Inc.

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Thank you Wootton Financial Group for the Christmas Festivities.

In business over 20 years, Wootton Financial Group Inc.'s mission is to provide clear direction for your retirement through comprehensive retirement planning strategies coordinating the areas of tax, income, investments, insurance and estate planning,

Operating as usual

Timeline Photos 06/01/2021

Clear Direction for Your Retirement June 2021 e-Newsletter - https://mailchi.mp/woottonfinancial.com/clear-direction-for-your-retirement-june-2021-e-newsletter

Clear Direction for Your Retirement June 2021 e-Newsletter - https://mailchi.mp/woottonfinancial.com/clear-direction-for-your-retirement-june-2021-e-newsletter

woottonfinancial.com 04/02/2020

$2 Trillion Stimulus Plan Changes For Corporate Plans, Ira’s, Roth’s | Wootton Financial Group

What was in the stimulus plan that might impact your retirement plans including corporate retirement accounts, 401(k)s, IRAs and Roth IRAs. ? Our most recent blog post covers to key things you should consider.

https://woottonfinancial.com/2-trillion-stimulus-plan-changes-for-corporate-plans-iras-roths/

woottonfinancial.com The Federal Government’s massive COVID-19 stimulus package covers many areas of relief for businesses and individuals. Below is a summary of how this recent legislation may affect your tax-deferred retirement accounts and withdrawals from those accounts including RMD’s. Relief for Retirement Acc...

03/20/2020

We want to encourage you today.

Now is not the time for fear and panic. We need resolve. We have faced adversity before in large fashion and the American spirit and ingenuity have prevailed.

Don't be swayed by the 24-hour negative feedback loop of the media. Stay informed, yes! Feed the negative beast, no!

There is always opportunity in adversity. Stop, take a deep breath, refocus and seize the day. We will have plenty of quarantine time to evaluate where we are and what we can do differently, better.

Reconnect with family, help a neighbor, give, give and give some more where you can. It's always the right thing to do. Refinance debt, cut expenses and w**d out the unnecessary things in life. It's a reset opportunity that will pay dividends into the future. Use it wisely.

Blessings to you my friends. Stay safe and stay well!

woottonfinancial.com 01/13/2020

The SECURE Act - What You Need to Know and How It Changes Your Retirement Plans | Wootton Financial Group

Do you know how the SECURE Act might change your retirement strategy? Our latest blog post will explain what you need to know and how your retirement strategy might need to change due to this new law. #SECUREAct, #retirementplanning, #retirementsavings

woottonfinancial.com In the past two years, Congress has passed two pieces of legislation that have made an impact on individuals. The first was the “Tax Cuts and Jobs Act”, the largest tax overhaul of the tax code in 30 years. The second, more recently passed (and effective January 1st, 2020) was the “Setting Eve...

01/01/2020

We wish all of you a very Happy New Year! Looking forward to helping you find clear direction for your retirement in the year ahead of us!

11/11/2019

Today is Veterans Day and we want to express our gratitude to all the brave men and women who have served in the U. S. military. Thank you for your years of service.

woottonfinancial.com 11/07/2019

Automated Financial Advice - Robo or No Robo? | Wootton Financial Group

Would you use an automated "robot" advisor for your retirement investment advice? Many people do. Find out the pros and cons of this approach in our most recent blog post. #retirementsavings, #retirementincome, #retirementplans, #retirementfinancialplanning, #retirementplanning, #retirementgoals, #retirementsolutions

woottonfinancial.com Clients hear a lot about different types of financial risks they are exposed to when they plan for retirement; however, when you boil it all down they really care about only one risk and that is the risk of loss. Investors have lost 40% of their portfolio value since 2000… twice! One loss alone re...

woottonfinancial.com 11/05/2019

Avoiding Investment Disasters: It’s No Accident - Part 2 | Wootton Financial Group

Want to avoid investment disasters? Check out part 2 of our two-part series on how to avoid making serious retirement investment mistakes. #retirementsavings, #retirementincome, #retirementplans, #retirementfinancialplanning, #retirementplanning, #retirementgoals, #retirementsolutions

woottonfinancial.com This is the second of two posts on how avoiding investment disasters is no accident. It takes careful and thoughtful planning. In our previous post (here) we discussed how a static risk management approach supplies too little protection in bear markets and too much in the bull markets. In fact, a go...

11/05/2019

Check out our November Wootton Financial Group Clear Directions e-Newsletter - https://mailchi.mp/woottonfinancial.com/november-wootton-financial-group-clear-directionse-newsletter

woottonfinancial.com 10/22/2019

Roth IRAs and the New Tax Laws | Wootton Financial Group

Do you know how the new tax laws impact Roth IRAs? Find out how in our latest blog post. #retirementsavings, #retirementincome, #retirementplans, #retirementfinancialplanning, #retirementplanning, #retirementgoals, #retirementsolutions

woottonfinancial.com As most of you probably know, the new tax law that went into effect for 2018 presents both challenges and opportunities for many. For many of our clients, one of the opportunities this change created concerns Roth IRA conversions. To refresh your memory, a Roth conversion is different from a Roth co...

woottonfinancial.com 10/15/2019

Negative Interests Rates May Be On Their Way | Wootton Financial Group

Are negative interest rates on certain investments on their way? Find out in our latest blog post.
#retirementsavings, #retirementincome, #retirementplans, #retirementfinancialplanning, #retirementplanning, #retirementgoals, #retirementsolutions

woottonfinancial.com Have you been hearing rumblings of negative interest rates? If you’ve been reading what’s being said in financial media circles you may have heard prognosticators discussing the specter of negative interest rates. You may be asking, “What’s exactly is a negative interest rate? Who would ever...

woottonfinancial.com 10/09/2019

The Secrets of Arkad: Your Personal Billionaire Mentor - Part 1 | Wootton Financial Group

How would you like a billionaire mentor? That's what our most recent blog post offers...the advice of a very wealthy man on how you can build wealth.
#retirementsavings, #retirementincome, #retirementplans, #retirementfinancialplanning, #retirementplanning, #retirementgoals, #retirementsolutions

woottonfinancial.com Imagine what it would be like if you could be personally mentored by a billionaire. Do you think you would learn anything about building wealth? What could you teach your children? According to Forbes Magazine’s list of billionaires from March 2019, Jeff Bezos sits atop the leader board of the wor...

woottonfinancial.com 10/03/2019

Individual Retirement Account Planning - What Now? | Wootton Financial Group

What should you be doing with your Individual Retirement Account right now? Check out our suggestions in our most recent blog post. #retirementsavings, #retirementincome, #retirementplans, #retirementfinancialplanning, #retirementplanning, #retirementgoals, #retirementsolutions

woottonfinancial.com Change, as annoying as it can be, is inevitable and so we must be proactive in dealing with it especially as it pertains to our retirement savings planning. For most investors, tax-deferred accounts, such as IRAs and 401(k)a are where the majority of their retirement assets are held. In that regard,...

woottonfinancial.com 10/01/2019

Avoiding Investment Disasters: It’s No Accident - Part 1 | Wootton Financial Group

Avoiding investment disasters is no accident. It takes preparation and planning. Here's part 1 of our new blog post on avoiding investment disasters.
#retirementsavings, #retirementincome, #retirementplans, #retirementfinancialplanning, #retirementplanning, #retirementgoals, #retirementsolutions

woottonfinancial.com This is the first in two posts on how avoiding investment disasters is no accident. It takes careful and thoughtful planning. It’s true in life but is especially true in terms of investing: avoiding disasters is no accident. When markets are up, indices are consistently setting new records, invest...

woottonfinancial.com 09/27/2019

Hound Dogs and Retirement - Part 2 | Wootton Financial Group

Check out part 2 of our recent blog post on what hound dogs and your retirement strategy may have in common.
#retirementsavings, #retirementincome, #retirementplans, #retirementfinancialplanning, #retirementplanning, #retirementgoals, #retirementsolutions

woottonfinancial.com In our previous post, we discussed that when it comes to retirement planning, one way to eliminate the discomfort of what for many is a painful process is to make sure you have a plan in the first place. Most people don’t and instead focus their efforts are buying certain types of financial produc...

woottonfinancial.com 09/24/2019

Hound Dogs and Retirement Planning - Part 1 | Wootton Financial Group

What do hound dogs have in common with many people's retirement strategy? Find out in our latest blog post.
#retirementsavings, #retirementincome, #retirementplans, #retirementfinancialplanning, #retirementplanning, #retirementgoals, #retirementsolutions

woottonfinancial.com I recall the story of a man walking down a country road who hears the awful sound of an animal in pain. As he nears an old shack along the dirt road, he spies an older gent on the front porch, calmly rocking in a creaky old rocking chair. Beside him his hound dog raises... Read more »

woottonfinancial.com 09/20/2019

Investing – Is Your Discipline A Disaster? | Wootton Financial Group

Is your investing discipline a disaster? Find out in our latest blog post.
#retirementsavings, #retirementincome, #retirementplans, #retirementfinancialplanning, #retirementplanning, #retirementgoals, #retirementsolutions

woottonfinancial.com As of the end of 4th quarter 2018, the markets and everyone in them experienced a beating. The past has a way of repeating itself and it certainly did in the market last fall. The bull market enjoyed for over nine years, which was and still is extremely overbought and in desperate need of a... Read....

woottonfinancial.com 09/18/2019

How to Have A Successful Working Retirement | Wootton Financial Group

Are you planning to have a working retirement or are you planning to work in your retirement? There is a difference. Find out what the difference is in our latest blog post.
#retirementsavings, #retirementincome, #retirementplans, #retirementfinancialplanning, #retirementplanning, #retirementgoals, #retirementsolutions

woottonfinancial.com Over the years of meeting with people to help them plan out their retirement strategy, you tend to see a little bit of everything. In the process, I’ve learned a few things that can benefit others. One of the things I’ve learned is that there are basically three types of retirees: Those who have...

woottonfinancial.com 09/13/2019

401(k) Tax Mistakes - Part 2 | Wootton Financial Group

Do you have a 401(k)? Are you making some common mistakes that could lead to a tax surprise? Find out how you can avoid getting into trouble by reading this second of our two-part series on 401(k) tax mistakes.
#retirementsavings, #retirementincome, #retirementplans, #retirementfinancialplanning, #retirementplanning, #retirementgoals, #retirementsolutions

woottonfinancial.com This is the second part of a two-part article on 401(k) Tax Mistakes In the first part of this article on 401K mistakes (here), we discussed the fact that overdoing your 401k contributions can cause you tax troubles down the retirement road. Because this is not an obvious mistake, it tends to sneak....

woottonfinancial.com 09/10/2019

401(k) Tax Mistakes - Part 1 | Wootton Financial Group

Do you have a 401(k)? Are you making some common mistakes that could lead to a tax surprise? Find out how you can avoid getting into trouble with our most recent blog post.
#retirementsavings, #retirementincome, #retirementplans, #retirementfinancialplanning, #retirementplanning, #retirementgoals, #retirementsolutions

woottonfinancial.com This is the first of a two-part article on 401(k) Tax Mistakes. Have you ever heard the story of the frog that was tricked into climbing into a kettle of nice, cool water by a hungry foe? Unbeknown to the comfortable frog, the kettle he was lounging in was really on a stove. Slowly but... Read more....

woottonfinancial.com 09/05/2019

Hidden Pitfalls of IRA’s and 401(k)’s – Part 2 | Wootton Financial Group

The second part of our two-part article on the Hidden Pitfalls of IRA's and 401(k)'s is out. Do you know what to watch out for? Check out this timely and helpful post on our blog.

woottonfinancial.com This is the second post of two on the Hidden Pitfalls of IRA’s and 401(k)’s. In our last post here, we discussed the penalties associated with withdrawing money early from either IRA’s or 401(k)’s. In this second post on this sujbect, we’ll talk about another aspect of these plans that cre...

woottonfinancial.com 09/04/2019

Hidden Pitfalls of IRA’s and 401(k)’s – Part 1 | Wootton Financial Group

There are a number of pitfalls involved with taking money from your IRA or 401(k) before your retirement. Do you know what they are? Find out in our newest blog post.

woottonfinancial.com This is the first post of two on the Hidden Pitfalls of IRA’s and 401(k)’s. We hear a lot about them. In the world of retirement savings the terms IRA and 401(k) are almost synonymous with the word retirement itself. According to ICI.org, as of the end of 2018 such accounts held over $16 trillio...

woottonfinancial.com 09/04/2019

Common Retirement Planning Mistakes - Part 4: Having a Strategy Prevents Flexibility for the Lifestyle I Want | Wootton Financial Group

Here's part 4 of our recent four-part Common Retirement Planning Mistakes blog series. Does having a strategy prevent you from being flexible with your retirement plan? Find out!

https://woottonfinancial.com/common-retirement-planning-mistakes-part-4-having-a-strategy-prevents-flexibility-for-the-lifestyle-i-want/

woottonfinancial.com This the final article in a four-part series on common retirement planning mistakes and how to avoid them. Over the last three articles (part 1 here, part 2 here, part 2 here), we have visited three common misconceptions about retirement planning: Retirement strategies are just for the wealthy Putti...

2019 Fellowship of Christian Athletes Sporting Clays Tournament 08/21/2019

Blackwood Gun Club

Blackwood Gun Club

08/16/2019

If you haven't already, sign up for our Clear Directions e-Newsletter.

The current edition for August is here: https://mailchi.mp/woottonfinancial.com/clear-directions-august-newsletter-269917

woottonfinancial.com 08/01/2019

Common Retirement Planning Mistakes - Part 3: Assuming All Financial Advisors are the Same. | Wootton Financial Group

Here's part 3 of our four-part Common Retirement Planning Mistakes series. All financial advisors are not the same.

https://woottonfinancial.com/common-retirement-planning-mistakes-part-3-assuming-all-financial-advisors-are-the-same/

woottonfinancial.com This is the Third in a Four-part Series on Common Retirement Planning Mistakes As I continue to mention in each part of this series (part 1 here and part 2 here), every year thousands of people still retire or attempt to retire without seeking professional advice or having a well-developed game plan...

woottonfinancial.com 07/23/2019

Retirement Planning Misconceptions Volume 2 - Wootton Financial Group

Check out our latest blog post in our four-part series on common retirement planning mistakes

https://woottonfinancial.com/retirement-planning-misconceptions-volume-2/

woottonfinancial.com This is the second in a four-part series of articles on Common Retirement Planning Mistakes. In our previous post in this four-part series on retirement planning, we talked about the common misconception only wealthy individuals need to engage the services of a retirement planning professional and h...

woottonfinancial.com 07/17/2019

"The Secure Act" - Is Congress Coming for Your IRA? - Wootton Financial Group

Is Congress coming after your IRA? Chances are good they are. Like everything else, what Congress gives, Congress can take away.

Read our latest blog post to find out how to protect your IRA and how this legislation could impact your retirement plans.
https://woottonfinancial.com/the-secure-act-is-congress-coming-for-your-ira/

woottonfinancial.com An Opinion piece in the Wall Street Journal the other day detailed “The Secure Act”, a new law being considered in Congress, that has tremendous implications for any person’s retirement plans. We thought you all might find interesting and informative and you can find the original article here ...

woottonfinancial.com 07/15/2019

Common Retirement Planning Mistakes - Part 1: Only the Wealthy Need a Plan - Wootton Financial Group

Check out our newest blog post, the first in a four-part series on the most common retirement planning mistakes you need to avoid.

Also, please let us know any retirement-related topics you'd like us to address on our blog.

https://woottonfinancial.com/common-retirement-planning-mistakes-part-1-only-the-wealthy-need-a-plan/

woottonfinancial.com This is the first of a four-part series of articles on Common Retirement Planning Mistakes. Preparing for retirement these days presents a number of complex challenges. There are five primary factors that need to be taken into consideration when developing and managing your retirement strategy: Taxe...

08/15/2018

Wootton Financial Group, Inc.

08/15/2018

Wootton Financial Group, Inc.'s cover photo

Telephone

Address


2040 North Loop 336 West, Suite 125
Conroe, TX
77304

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm
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