RIGHT FIT ADVISOR

SEARCHING FOR THE RIGHT INVESTMENT ADVISOR?

Hi, I am Tim Goodwin, a CFP® Professional, I’ll help you find your right-fit advisor using

our comprehensive guide, "An Investor’s Guide to Finding Your Right-Fit Advisor."

As a CERTIFIED FINANCIAL PLANNER™ professional, Tim...

I CAN GUIDE YOU TO YOUR PERFECT FINANCIAL ADVISOR EVEN IF IT’S NOT US.

Without the right financial advisor, navigating the world of investment can feel like an

unsolvable puzzle. But I'm offering you a comprehensive guide that will empower you to

make informed decisions and choose your perfect advisor.

20+ years guiding individuals towards financial success.

Guided 500+ clients to achieve financial peace and independence.

Recognized as a trusted expert in Woodstock, GA in financial planning.

The Challenge

YOU NEED A FINANCIAL GUIDE YOU CAN TRUST

I get it. With the multitude of advisors out there, it's tough to find the one that genuinely

has your best interests at heart. What hurdles are you facing in your search?

Symptom #1

YOU ARE STRUGGLING TO PLAN YOUR FINANCES POST-DIVORCE

You may have some idea about your finances, but the impending divorce has thrown you into a whirlpool of financial uncertainties. You're struggling to make sense of it all.

Symptom #1

YOU ARE STRUGGLING TO FIND AN ADVISOR WHO UNDERSTANDS YOUR NEEDS

You've met with several advisors, but none of them seem to truly understand your

financial situation or goals. You're left feeling frustrated and uncertain about your financial

future.

Symptom #2

YOU ARE OVERWHELMED BY THE MULTITUDE OF FINANCIAL ADVISORS

You've spent countless hours researching and meeting with different advisors, but it's

overwhelming. You're not sure who to trust, and the whole process is exhausting.

Symptom #3

YOU CAN'T FIND A TRUSTWORTHY FINANCIAL ADVISOR

You've had consultations with many advisors, but you're struggling to find one that instills

a sense of trust. You're left feeling wary and skeptical about your financial journey

Symptom #3

YOU ARE OVERWHELMED BY THE FINANCIAL COMPLEXITIES OF DIVORCE

You're struggling to understand the tax implications, insurance issues, and long-term financial planning.

TAKE CONTROL OF YOUR FINANCIAL

JOURNEY NOW!

The Way Forward

FIND YOUR RIGHT-FIT ADVISOR

You could carry on with the exhaustive search for the right advisor...OR...you could use

my guide to painlessly identify the right-fit advisor for your financial journey. If you want a list

of questions to ask, that's my guide.

- Joe Beckford

Frequently Asked Questions

What services do you offer?

We provide financial planning, investment management, and business finance consulting.

Who are your ideal clients?

Individuals with $500,000 or more in retirement savings planning for retirement, early retirees, or those maximizing their legacy.

Can you work with clients outside of Atlanta?

Yes, we offer remote consultations across the United States using best-in-class technology.

Are your advisors certified?

Yes, all our advisors are Certified Financial Planners.

How do I get started with Goodwin Investment?

Schedule your intro call through our website.

What makes you different from other financial advisors?

We combine local expertise with advanced technology for remote consultations, supported by 5-star reviews and a BBB A+ score.

Get In Touch

Hours

Mon to Fri - 9:00am – 5:00pm

CONTACT US

238 River Park N Dr, Woodstock, GA 30188, USA

Shop: 238 River Park North Drive, Woodstock GA 30188

Call (678) 741-2370

Email: teamgia@goodwininvestment.com

Site: https://go.goodwininvestment.com/

Copyright Goodwin Investment Advisory 2025. All rights reserved