How We Conduct Business
Our experienced professionals have helped many people just like you pursue their financial objectives.Learn More
What We Offer You
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Our team approach offers a range of services to provide more benefits to our clients.Learn More
Understanding Today's Financial Environment
At Goodman Advisory Group, LLC, we are dedicated to ensuring all of our clients receive objective investment strategies backed by in-depth and comprehensive research and customized financial planning and portfolio design.
We are customer focused and provide attentive and reliable service to all our private family, nonprofit and corporate clients.
We understand that individuals face unique challenges as they build wealth and plan for the future. We can help take the guesswork out of preparing for today and tomorrow. Whether your goal is to provide for retirement income, save for college, your business or manage your estate, our personalized service focuses on your financial needs, wants, goals and objectives.
Our professionals have years of experience in the financial services industry. We can help you address the needs of today and for many years to come. We look forward to working with you throughout all stages of your life.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Simple steps may help you foil hackers and protect your privacy.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine your potential long-term care needs and how long your current assets might last.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
If you died, what would happen to your email archives, social profiles and online accounts?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What is your plan for health care during retirement?
That big list of dreams and goals isn't the only way to look at your bucket list.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
How do the markets usually react to elections? Was the 2016 election any different?