Ed Roth, CFA, CPA, CFP®, CEBS - Retirement PlanningGoodman Financial can help you:
  1. Decide how your savings should be allocated to more effectively meet your retirement goals
  2. Determine if you are financially prepared to retire
  3. Balance the benefits of tax savings now versus tax savings in retirement
  4. Analyze Social Security benefit claiming strategies
  5. Evaluate employer plan payout options
  6. Fund your retirement in a tax-efficient manner

We understand how crucial it is to create a plan to achieve your retirement goals, and we believe it’s never too early to start planning for retirement. Deciding how to plan and what your plan will be are some of the most important financial decisions you can make in your lifetime. We can help you choose your path forward to retirement, identify risks you may face along the way, and incorporate flexibility into your plan to allow for adjustments if any changes arise in your situation. Our goal is to help you enjoy the retirement you’ve always dreamed about.

We understand retirement planning can be daunting, and we are here to help you every step of the way. Contact one of our professionals to see what steps you should be taking to start preparing today for your retirement.

Clients' best interest is our top priority

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Our goal is to meet the sophisticated financial needs of clients through prudent and personalized money management and financial advisory services. We present advice and solutions tailored to the unique needs of each client.

Goodman Financial Team