Will Goodson, CFP®'s Linkedin Analytics

Should you work with a financial advisor? This is how I look at it... Many people reach an inflection point as they progress through their career. Their financial life becomes more complicated, yet they have less time to deal with it. Their time and energy are focused on work, spending time with family, and other interests. This can lead you to an uncomfortable position... knowing you need help but not sure where to get it. As a financial advisor, I help in 2 main ways: 1) Investment management - it starts with a full review: -Analyze your current investing approach. -Assess the tax-efficiency of your current savings. -Provide ongoing management for your investments. -Consolidate old accounts to simplify your financial life. -Create a plan to balance current cash & future savings. 2) Financial planning - a deep dive to understand: -How much are you saving? -How and where are you saving? -Who else relies on your financially? -What is your income and expenses? -Have you done your estate planning? -Do you have unmet insurance needs? -When do you realistically want to retire? -What would your ideal retirement look like? -What concerns you most about your finances? And so on… --- People I typically work with: -High income earners -Mid-to-late career (or retired) -Have growing financial complexities -Seeking ongoing professional advice I work with people across many industries, including: -Consulting -Technology -Manufacturing -Business owners -Oil & gas / energy -Medical professionals And our firm is accepting new clients. --- If any of this resonates with you, I invite you to book an appointment using the following link. Or you can send me a message here on LinkedIn. https://calendly.com/willgoodson/discovery-meeting I live in Tyler, TX and work with people all over Texas & the U.S. _______________________________________ A little about me... - I'm married with two kids. - Born and raised in Texas. - I'm an Eagle Scout. - I love watching sports and coaching little league. - Love learning about all types of businesses.