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How We Conduct Business

 

Our experienced professionals have helped many people just like you pursue their financial objectives.

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What We Offer You

 

We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Our Professionals

 

Our team approach offers a range of services to provide more benefits to our clients.

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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.


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Helpful Content

Retiring the 4% Rule

Retiring the 4% Rule

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A Bucket Plan to Go with Your Bucket List

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Social Media: #NewestBusinessLiabilityRisk

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Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

 

When Heirs are Imperfect

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What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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Simple steps may help you foil hackers and protect your privacy.

Alternative Investments - Going Mainstream

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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This calculator helps estimate your federal estate tax liability.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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