Next Generation

Financial Planning & Wealth Management

At Goodman Financial, we understand that wealth management isn’t just about today – it’s about building a better financial future.

As you launch your careers, start families, and take on new financial responsibilities, we want to be a trusted partner on your journey. That’s why we’re expanding our services to support the next generation of valued clients.

For over 35 years, we’ve proudly served high-net-worth individuals with sophisticated planning needs. Now, through our Next Generation Offering, we’re extending the same dedicated, fiduciary guidance to those wanting to get a jump start on retirement and build a strong financial foundation for decades ahead.

This offering is tailored for individuals in the accumulation phase – those who are building wealth, advancing in their careers, and setting long-term life goals. Whether it’s budgeting, saving, investing, tax planning, or estate considerations, our experienced team is here to provide the personalized, comprehensive planning you need to grow with confidence. We’re committed to building a long-term relationship that evolves with you as your life and goals change.

Let us help empower you to feel confident in your future.

Why Next Generation?

Our Next Gen program is designed for clients in the wealth-building stage of life, offering personalized guidance tailored to younger generations.

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Core Services

  • Retirement Planning
    Work with a trusted advisor to build a personalized retirement plan that aligns your career milestones and lifestyle for long-term financial success.
  • Investment Management
    Develop a diversified investment strategy tailored to your goals, timeline, and risk tolerance.
  • Tax-Efficient Strategies
    Leverage proactive tax planning designed for professionals in high or changing tax brackets.
  • Estate and Life Planning
    Establish a strong financial future by coordinating estate planning, beneficiary designations, education planning, and major life events.
Core Services for Next Generation
Next Generation Benefits

Key Benefits

  • Early Start
    Make informed financial decisions about saving, investing, tax planning, and estate considerations from the start of your career.
  • Continuity of Care
    Establish a strong foundation today for future retirement, estate planning, and legacy building.
  • Trusted Relationships 
    Gain long-term financial confidence through objective guidance and personalized service from our highly credentialed and dedicated team.

Fee Structure

To reflect our commitment to providing high-quality, personalized guidance without compromising on our fiduciary responsibility, clients joining through our Next Gen Offering will have a minimum annual fee of $5,000.

Next Generation Investment Portfolio

Let’s Talk About Building a Better Financial Future

Schedule a complimentary meeting to explore how we can support your financial future.

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