Case Studies

Goodman Financial is dedicated to providing each client with a personalized approach, created to fit their specific needs. We understand each situation is different and therefore needs its own plan, not a one-size-fits-all approach. The following are sample case studies outlining examples where we can create tailored solutions for clients.

CASE STUDIES COMING SOON

Estate planning simplified through friction-less communication with attorneys on behalf of widow

Individuals & Families

A recently widowed woman needed help understanding and managing the distribution of the estate, which included provisions for multiple trusts. While her immediate concern was the proper [...]

Diversification and portfolio allocation reduce risk for couple

Individuals & Families

An elderly couple came to us with a lot of confusion about their assets. Their accounts were spread out and disorderly, they weren’t sure what they had, and they sought an efficient, risk-managed [...]

Retirement analysis evaluates need to work vs desire to work for female executive

Individuals & Families

A high-level female energy executive in her 50s wanted to evaluate whether she could retire early and maintain the lifestyle she desired, versus whether she should continue to work and pursue [...]