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
Shop: 238 River Park North Drive, Woodstock GA 30188
Call (678) 741-2370
Email: [email protected]
Site: https://go.goodwininvestment.com/