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.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Learn a little about worldwide currency in this fun infographic
How long does a $20 bill last?
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Do you know these three personal finance sayings?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There are hundreds of ETFs available. Should you invest in them?
What if instead of buying that vacation home, you invested the money?