Goodwin Investment Advisory2024-10-09T18:12:04+00:00

you can experience confidence and security

in your retirement plan guided by a team you can trust

get clarity

clear guidance on what you need to know

actionable advice

create a personalized action plan for your retirement

gain confidence

partner with an expert to invest wisely and secure your retirement plan

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Disclosure: Goodwin Investment Advisory, LLC is an SEC registered Investment Adviser. The Google ratings, client satisfaction ratings and reference on The Ramsey Show were given by current clients, and were not compensated with cash, or non-cash compensation. There are no material conflicts of interest on the part of the person(s) giving the ratings and references resulting from the person’s relationship with Goodwin Investment Advisory, therefore has no incentive to recommend the adviser. Please click here for further information.

Knowing when you can retire with confidence and security can feel overwhelming

When will you be able to retire? Are you worried you will outlive your wealth? Do you want help to sustain your desired lifestyle while you are retired?

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let us guide you

Investment Management Services in Woodstock GA

Guidance as you design your ideal retirement

We know that with retirement comes new possibilities as well as financial anxiety. Our team is here to help you every step of the way as you design, transition to, and live the retirement you envision.

Throughout the process, we will help you with as many unknowns and uncertainties as possible while supporting your plans, keeping you on track, and celebrating your milestones along the way.

You don’t have to do this alone as we provide guidance with financial planning, growing and protecting your wealth, minimizing the impact of taxes, and helping you to confidently reach your unique retirement goals.

your advisors

how to hire us

Get on a call

STEP 1

schedule your intro call

Reach out to us to schedule a complimentary introductory call. We’ll discuss your financial needs and goals and together, we can decide if our services are best tailored to your needs.

Meet with an advisor

STEP 2

meet with a CFP® professional wealth advisor

In a free consultation, one of our advisors will discuss managing your investments and get a better understanding of your current financial situation and retirement goals. We’ll also explain how we can partner to create a personalized financial plan and guide you as you pursue a meaningful retirement.

Join our client family

STEP 3

achieve your retirement goals

Once you have decided to move forward with our services, our team will get to work on designing your retirement plan and implementing your wealth management goals so you can enjoy peace of mind and focus on living your life, confident in your journey towards a secure financial future.

We can guide you through this process:

  • personalized assessment: We’ll evaluate your current financial situation and future goals.

  • tailored retirement plan: Create a customized plan that aligns with your lifestyle needs and retirement aspirations.

  • ongoing support: Provide consistent, expert guidance to adjust your plan as needed.

  • clear milestones: Establish clear milestones and timelines to track your progress.

  • confidence in decisions: Empower you with knowledge and assurance that your financial future is secure.

Investment Management Services in Woodstock GA

Be confident you are making the right decisions to reach your retirement goals. Take control of your financial future by finding your clear path forward with Goodwin Investment Advisory.

A free guide just for you

Feeling stressed about your financial future, or just want to learn more ways to set yourself up to confidently meet your retirement goals?

How to create sustainable income for life? What goals do you need to plan for and check-off your list this year? How to find your right-fit advisor? How to plan for your happy retirement?

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How to create sustainable income for life

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Finding your right fit advisor

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Retirement Income Guide

7 steps to planning for a happy retirement guide

7 Steps to Planning for a Happy Retirement Guide

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Tax planning guide for 2024

Trust Goodwin Investment Advisory in Woodstock, GA for your retirement and financial planning needs.

Better together

We understand that uncertainty about your financial future can be stressful, and it can be challenging to find an experienced financial advisor to trust with your retirement plan.

It should be simple, right?

You want someone who will listen to your concerns and individual goals, and who will partner with you and guide you along your journey.

At Goodwin Investment Advisory, we believe everyone deserves a secure financial future. We consistently see how a lack of comprehensive planning often leads to individuals feeling overwhelmed and uncertain, so we step in to offer personalized and strategic financial advice. Clients who have trusted us feel they are empowered with confidence when we partner together to navigate a clear path toward a meaningful retirement.

Investment Management Services in Woodstock GA

The Money P.I.G. Podcast

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Welcome to our brand new podcast called, The Money P.I.G. Podcast!

The Money PIG Podcast is hosted by Tim Goodwin, Founder and President of Goodwin Invesment Advisory, where our mission is to lead people to financial Peace, Independence and Generosity, hence the name PIG.

Exponential Wealth book

Join over 4,500 subscribers who read our valuable content. You will get a free PDF of our founder’s book, Exponential Wealth, by joining this exclusive group. Then you will receive bi-monthly blogs and first access to our new investing guides.

Don’t worry; we won’t share your information.

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how we’re different

To understand what sets us apart from other financial advisors in Woodstock, GA we asked our clients to share their experiences. Here’s what they highlighted as the key differences that make us stand out.

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* latest 10 reviews as of 10.2024

We had a great experience with our intro call.

We had a great experience with our intro call. Tara was attentive, empathetic and extremely helpful. We look forward to working with the organization as we pursue our 2-5 years financial goals.

Elias Kruger

non-client

Great group of folks!

Great group of folks! Justin is our advisor and we feel confident in the guidance and direction he has provided.

Sabrina Scheving

client

I have been with Goodwin Investments for about 8 years.

I have been with Goodwin Investments for about 8 years. They have been wonderful helping me setup my accounts and making them using friendly. I especially like how the keep me informed about the market especially when it is bumpy which gives me confidants that my choices are right.

Debbie Goffinet

client

I have total faith in how they steward our investments.

GIA is excellent at personalized service to meet our needs in retirement. I have total faith in how they steward our investments.

Steve Hyland

client

We have been very pleased with Justin !!

We have been very pleased with Justin !!

Terri Pratt

client

You really feel a part of their family.

Very knowledgeable and servant leader design in this firm. You really feel a part of their family. Just missed a celebration of their members last weekend cause we were out of the country. The catch is we couldn’t be out of the country on a cruise without their hard work and support of our financial plan. It all works! John

John Pratt

client

I highly recommend Goodwin Financial.

I highly recommend Goodwin Financial. They are an honest group of caring people. I always look forward to meetings where they carefully explain things and discuss ways we can be prepared for our future in retirement.

They truly care for each of their clients and treat everyone like family. Set up a meeting with no pressure and see how they can put your financial mind at ease.

Jeff Bradford

client

Highly recommend

Great meeting with Joe and Ray today. Answered all of planning questions, patient, extremely competent investment professionals !! Highly recommend !!
Thank You !!

Robert Brown

client

I highly recommend working with Tim and his quality organization.

We have known Tim for over 20 years, so we know the content of his character by his words and actions. Tim brings the quality of his character to his business and with the employees that he has working for him.

My wife is a good judge of character. She not only likes Tim and his organization’s philosophy and performance, she likes each one of his people. That does not sound like a big deal, but it is a big deal for her and I can attest to that. She trusts Tim.

Now that our children are out of school and working, we have them investing their money with Tim’s group. Tim and Justin have invested time to help each of our children with their income, savings, tithing and investment strategies. They are on the right track with Tim’s and Justin’s help.

We very much appreciate what Tim’s group has done for us on the financial side of our lives, but also on the friendship side.

I highly recommend working with Tim and his quality organization.

Please call on me if I or Constance can assist with any questions.

I appreciate you.

Todd Thompson

client

Justin was awesome.

Justin was awesome. He was patient and spent extra time with us answering so many of our questions and going through various scenarios. The “welcome sign” made me feel important too. 😀

Tracey Meckley

client

Goodwin Investment Advisory, LLC is an SEC Registered Investment Adviser. SEC registration does not imply a certain level of skill or training. GIA did not provide any cash or non-cash compensation in return for these reviews, testimonials, and endorsements by existing clients and other individuals. We are also unaware of any material conflicts of interest on the part of the person(s) giving the testimonial or endorsement resulting from the person’s relationship with Goodwin Investment Advisory, which could result in an incentive to recommend the adviser. Opinions and comments given by GIA clients or other individuals may not represent any other person’s experience with the firm.

client stories

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widow finds confidence

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busy couple hires CFP®

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stewarding an inheritance

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early retirement

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security in retirement after unexpected loss

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rethinking their retirement journey

Disclosure: The client experience stories are considered an “Endorsement” by the SEC and are intended to provide a narrated example of the services and solutions provided by Goodwin Investment Advisory to its clients. The endorsement is provided by an actual client of Goodwin Investment Advisory. The storylines illustrate real-life scenarios and challenges that our clients face and how we can serve as your investment and planning guide. Our firm does not compensate our clients for endorsements, nor do we believe there are any reportable conflicts of interest between the client and the firm with this endorsement.

read our most recent blog, podcast episode, and client insider

FAQs

Do I have enough money to retire with confidence and security?2024-08-26T21:59:23+00:00

Trying to figure out if you have enough money to retire the way you want can be stressful. Our team of expert advisors can help you determine when the best time is for you to retire based on your circumstances and financial goals. Our advisors want to help you have confidence and security in your retirement plan so that you can retire when you’re ready with peace of mind that you can retire the way you want. If that is not possible, then your advisor can help you make a suitable plan that works for you.

How much are the fees?2024-08-26T22:05:20+00:00

Our fees are calculated based on your assets under management (AUM) with us, with a minimum of $1000, quarterly. The overall effective rate decreases as the AUM increases, and the fees are typically taken directly from your investment accounts on a quarterly basis.

Under this model, you will have access to all of our services and team. To view our client advisory agreement, click here.

What are my next steps?2024-09-04T16:23:04+00:00

The first step is to schedule an intro call. 

Next, you will have a free consultation in our office. If you are local, we would love to meet with you in person, but we can accommodate you virtually if you prefer.

Thereafter, it is up to you if you want to schedule a second consultation to continue the conversation.

If you are ready to engage our firm, we will set up a meeting to sign the necessary documents and get you started on your journey as part of our client family! 

What can I expect on the intro call?2024-08-26T22:06:39+00:00

On your introductory call, our consultant will ask you questions to get to know your story and financial goals.

If you want to prepare, the most thought provoking question you will be asked to answer is: “If we were meeting again 3-5 years from today, and you were looking back over time–what would need to happen to be happy with your financial progress?”

Our consultant will also ask you about your pain points, whether you have worked with a previous advisor, what success looks like when working with an advisor, any debt you might have, income streams, investments and your retirement plan. Our consultant will spend time addressing your questions and, if you request it, will set up a free follow-up consultation with one of our advisors. 

When is the best time to hire a financial advisor?2024-08-26T22:08:06+00:00
  • You lack confidence in your current financial plan and want to know what you don’t know to help remove uncertainty and bring security.
  • Managing your assets has become increasingly stressful on your own.
  • You are unhappy with your current advisor.
  • You want to collaborate with a financial professional before making big financial decisions, such as deciding when to retire.
  • You realize you have handled most (if not all) of your investments, and your spouse needs someone they trust and can turn to for help if they outlive you.
  • You retire or change employers.
  • You need help deciding when to take your Pension or if it’s better to take the lump sum payout. 
  • You want advice on a tax planning and minimization strategy when it comes to managing your investments. 
  • You have a large amount of cash, such as after selling property or a business. 
  • You receive a significant inheritance.
Why should I hire a financial advisor?2024-08-26T22:09:02+00:00
  • You’ve probably heard the quote, “If you want to go fast, go alone. If you want to go far, go together.”
    • Making decisions with a trusted financial advisor has proven time and time again to provide better outcomes than making decisions without a financial advisor. 
  • Please don’t take our word for it. Just search Google (or a different search engine if you prefer) with the phrase,
    • How much higher are the returns for investors who work with a financial advisor?
  • In a study done by Vanguard found that “advisors can potentially add 3% or more to a client’s net investment returns by picking cost-effective investments, behavioral coaching, and more.”
    • You might be surprised to see how much faster investments can grow over time, with an annual 3% increase.
  • Consider asking a friend who has hired a financial advisor why they hired one. And while you’re at it, check out our Google reviews online, where many of our clients shared why they hired us. 
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