Who We Serve
At Goodman Financial, we specialize in working with high-net-worth individuals and families, retirees, business owners, executives, professionals, and institutions.
We understand that each client’s situation and goals are unique, which is why we take the time to listen and tailor our services to help you meet your investment and financial goals.
High-Net-Worth
Individuals and Families
High-net-worth individuals and families face unique challenges when constructing a comprehensive financial plan that effectively meets their goals and safeguards against risks that could derail their success.
Our services are highly personalized and designed to help you achieve what matters most. We assess each client situation individually, making detailed recommendations based on your specific goals.
Whether we are helping you plan for the purchase of a second home, developing a complex estate strategy that protects family assets from creditors, or building a lasting legacy, we focus on delivering an exceptional client experience and adding value to your life.
Retirees
Retirees experience a variety of important decisions, and we are here to guide you through them. From ages 62 to 70, you have the option to begin claiming Social Security benefits — but which age is best for you? We will walk you through the advantages and disadvantages of different claiming ages and strategies in the context of your goals and lifestyle, helping you make an informed decision.
Health insurance and Medicare planning is critical as you approach retirement. We educate our clients on the process of applying for Medicare, helping them avoid costly penalties. Additionally, we provide guidance on choosing between Medicare Supplement or Medicare Advantage plans, and for earlier retirees, we assist in planning for health insurance coverage before reaching age 65.
Once retired, effective tax planning can have a significant impact on your financial well-being. Are you wondering which accounts to withdraw from to sustain your lifestyle? Do you know if a Roth conversion is right for you, or how to plan for future Required Minimum Distributions (RMDs)? We are here to answer these questions and pride ourselves on the in-depth tax planning services we offer to retirees.
Business Owners
As a business owner, you have many responsibilities. Managing investments or worrying about your long-term financial success shouldn’t be on your list. If you are a business owner and are thinking:
We can help you answer these questions while building a diversified net worth that extends beyond your business, providing you with greater financial independence and peace of mind.
Next Generation
We also serve emerging professionals and wealth-builders who are in the earlier stages of their financial journey — launching careers, starting families, and beginning to accumulate wealth. Through our Next Generation offering, Goodman Financial extends the same fiduciary financial planning and wealth management guidance we’ve provided high-net-worth clients for decades to those who want a jump start on long-term financial success.
This tailored support helps you confidently navigate key financial decisions — including retirement planning, investing, tax strategies, and estate considerations — with personalized guidance that evolves as your goals change.
- Retirement Planning – Build a long-term plan aligned with your life goals.
- Investment Management – Create a diversified strategy suited to your timeline and risk tolerance.
- Tax-Efficient Planning – Apply proactive tax strategies as your income grows.
- Estate and Life Planning – Coordinate planning for family, beneficiaries, and major life events.
Executives and Professionals
Constrained by time, we help busy executives and professionals manage their finances, allowing them to focus on what they enjoy most. One way we assist is by providing recommendations on company benefit options to fully leverage your employer’s offerings and make informed decisions during open enrollment.
We assess whether insurance options for life or disability are worth considering outside of or in addition to your workplace benefits. Similarly, we evaluate your retirement plan options: Should you save pre-tax, Roth, or after-tax? Are you receiving all available company retirement plan matching contributions? Our recommendations will be tailored to your available resources and long-term goals.
Does your company offer access to stock through restricted stock units, incentive stock options, an employee stock ownership plan, or deferred compensation? We will help you navigate the tax implications and long-term opportunities these plans provide, as well as the risks of holding a concentrated position.
Institutions
Nonprofits, foundations, associations, and other organizations have distinct investment objectives and goals compared to individuals and families, and we are here to help them achieve success. We believe that the customized service we provide to each institutional client sets us apart and allows us to meet the unique needs of each organization we work with.
Many members of our team have served on institutional boards and committees, bringing firsthand knowledge and experience that enhances our ability to deliver exceptional service and drive meaningful results.
If you are part of an organization and would like to learn more about how we can help you achieve your organization’s goals through prudent investment management, please visit our For Institutions page or start a conversation below.
Connect With Us
Our goal is to meet your sophisticated needs with thoughtful investment management and comprehensive financial planning. Schedule a time to speak with one of our advisors today.