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.
Client Experience for Individuals and Families
- Saving for and funding retirement
- Social Security analysis
- Pension payout analysis
- Employer stock and stock option considerations
Starting a family
- Home purchase
- Saving for college
- Life and disability insurance needs analysis
- Management of trust and inherited assets
- Estate planning
- Charitable planning
- Asset division
- Post-divorce budgeting and planning
- 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%.