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Smartvestor

As a SmartVestor Pro, Jason Woodall is ready to assist individuals and families with retirement planning, insurance, investment management, and more. Contact us today to schedule a consultation.

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Author, radio show host, and financial coach Dave Ramsey created the SmartVestor program to help investors connect with financial professionals in their area.
Dave Ramsey’s program strives to help people build wealth by providing strategies to pay off debt and save for current and future expenses. He recommends following 7 “Baby Steps” towards financial freedom:

  1. Save $1,000 as a starter emergency fund.
  2. Pay off all debt (except the house) using the debt snowball.
  3. Save 3-6 months of expenses in a fully funded emergency fund.
  4. Start investing 15% of household income for retirement.
  5. Save for children’s college fund (if applicable).
  6. Pay off home mortgage early.
  7.  Build wealth and give.

More information about these steps can be found at www.daveramsey.com.

If you are interested in learning more about these strategies and how to apply them to your own financial needs and goals, please contact us to schedule a consultation.
Office Phone: (352) 750-3051
Email: Jason@WoodallWealth.com
We look forward to partnering with you on your journey to financial freedom!

SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor investing professionals | RamseySolutions.com] to learn more. 

Jason Woodall is a Registered Representative with Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, GA, MD, MA, NJ, & NY.