What We Do

We focus on serving our clients without the interference of trailing or trading commissions. There are several ways that financial advisors can be compensated and we chose to eliminate all forms of commission. This allows our clients access to lower fee funds than they would find with traditional brokers and the ability to purchase institutional funds that are not available to individual retail investors.

When I formed this business, eliminating potential forms of bias was crucial to me, and I believe we have achieved this goal with our fee-only structure. Knowing what I know now, if I were not in this business, there is no question that I would be working with a fee-only advisor and advising my friends and family to do the same. 

Some of the many financial areas that we address:

Individuals and Families

• Retirement saving and planning
• Asset allocation and investment management
• 401(k) rollovers and advising on current 401(k) investments
• Planning for higher education/college funding needs
• Individual Retirement Accounts (IRA, Roth IRA, SEP, and Simple)
• Financial planning for specific goals
• Estate planning (transfer of wealth)

Small Businesses / Churches and Non-Profits

• Financial advising
• Cash management
• Employee benefits (retirement plans)

If you want to learn more, contact us to schedule an initial meeting. We can discuss your specific situation and give you a chance to ask us any questions that are important to you. This meeting also allows us to see if personalities mesh well and if we are in fact a good fit for you. We prefer conversation to one-size-fits-all questionnaire forms.

Thinking about investments and planning is what I genuinely love to do. I look forward to learning more about you, your situation, and how we might be able to help you!

Josh Womack

214-843-0070
josh@womackfinancial.com

12400 Coit Road #1000
Dallas, TX 75251

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