For Individuals and Families –

A personalized approach to help our clients meet their goals

Individuals and Families

At Goodman Financial Corporation, we work with each client to determine what their needs are and how best to help them achieve their goals. We understand that each situation is different, so we use a tailored approach to help our clients meet their investment and financial goals.

Whether you want to maintain your lifestyle, plan your legacy, or you just hit the jackpot, we can help you navigate, plan, and manage all the milestones in your life.

  • 401K

    Retirement planning

    • Saving for and funding retirement
    • Social Security analysis
    • Pension payout analysis
    • Employer stock and stock option considerations
  • Starting a family

    Starting a family

    • Home purchase
    • Saving for college
    • Life and disability insurance needs analysis
  • Multi-generational planning

    Multi-generational planning

    • Management of trust and inherited assets
    • Estate planning
    • Charitable planning
  • Divorce

    Divorce

    • Asset division
    • Post-divorce budgeting and planning
  • Lottery winner

    Lottery winner

    • Payout option analysis
    • Longevity of assets

Using actively-managed portfolios composed predominantly of individual stocks and bonds, we employ an investment philosophy that emphasizes portfolio management that is personalized to your needs. A personalized approach helps assure that holdings in your portfolio meet your particular investment goals and fall within your risk tolerance. By primarily using individual securities, we avoid the layering of fees and the lack of personalization that are associated with mutual funds and the generic model portfolios used by many financial advisory firms. We are investors, not traders. We believe this mindset has contributed to our average annual retention rate of over 95%.

Our Services for Individuals and Families

Portfolio Management

Asset allocation is key to achieving the proper balance between risk and reward and to meeting each client’s objectives while staying within their risk tolerance.

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Financial Planning

Financial advice can be instrumental in growing and maintaining wealth to achieve goals such as tax minimization, quality of life, retirement, and philanthropy.

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Retirement Planning

Planning for retirement is one of the most important financial decisions you can make in your lifetime.
Goodman Financial can help you save for and plan for your retirement.

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Tax Efficiency

At Goodman Financial, we focus on tax efficiency in three key areas – saving for retirement, portfolio structure & management, and distributions.

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