Woodmar Equity Group

I HELP families and small business owners financially navigate the new normal. I show you how to minimize the new social, political, economic and legal risks that complicate your financial decisions. My rule-based specialties are … - Wealth Development & Preservation - Small Business Funding (including startups) - Rapid Personal Debt Elimination - Accelerated Mortgage Payoff - Convenience Currency Trading - Affordable, On-Demand Legal Protection BACKGROUND I’ve spent the past 30 years helping my clients repair retirement investment portfolios damaged by otherwise predictable market crashes - crashes that could have been avoided if only the proper analytical tools were used. In most of these cases, licensed Certified Financial Planners (CFP) had actually configured their client’s portfolios with NO downside risk protection. In the late 1990s, I unwittingly began my career as a “financial unplanner”. But by the year 2000 I had seen enough and resolved to NEVER seek a license as a CFP to remain free of Wall St influence. For this reason, I am NOT authorized to provide financial advice on specific investments, but I can still teach you to pack your own parachute. I’m now a Personal Financial Risk Consultant for the post-COVID era. I help you develop a personal rule-based blueprint for financial survival using common sense and 6th grade math.