Financial Advisory

Goodman Financial embraces its role as a fiduciary by offering to clients
financial advisory services to enhance investment decisions.

Financial advising is essential in today's complicated world of wealth management, tax planning, retirement planning, and estate planning. Quite often financial advice is instrumental in growing and maintaining wealth to achieve goals such as tax minimization, quality of life, retirement, and philanthropy.

Some of the financial advisory services we offer include:

• Retirement distribution optimization and analysis
• Compensatory stock option planning (NQSO's and ISO's)
• Net Unrealized Appreciation strategies
• Restricted stock analysis
• Retirement plan selection and consulting
• Social Security benefit analysis
• Cash flow planning, and
• Tax planning.

We can coordinate the efforts of the client's team by speaking directly with attorneys and CPA's of the client. We avoid conflicts of interest by providing unbiased, fee-only advice. We do not receive commissions or other compensation from insurance companies, mutual fund families, or other third-parties.