Goodwin Investment Advisory (GIA) thanks Ramsey Solutions for 6 incredible years as a recommended and endorsed Financial Advisory firm in multiple SmartVestor Pro (SVP) territories. GIA is grateful to have been vetted and recognized by Dave Ramsey as one of the top financial advisors in multiple Georgia territories for over 6 years. At GIA we are still big raving fans of Dave Ramsey, and share his principles when it comes to debt freedom, savings, budgeting, talking to your spouse about money in an empowering way, not living paycheck to paycheck, telling your money where you want it to go instead of wondering where it went and and the 7-baby steps. However, we herewith announce that moving forward we will no longer partner with Ramsey Solutions and SmartVestor Pro for referrals and leads. At this time Goodwin Investment Advisory has decided it is in the best interest of our company to rely on client referrals and our nearly 200 5-star Google reviews to reach new customers. At GIA, we create a financial plan that brings comfort, security, and confidence in your retirement plan. Our mission is to, “Lead people to financial peace, independence, and generosity.” Our passion statement is, “you can experience confidence and security in your financial plan guided by a team your family can trust.”

Goodwin Investment Advisory would like to share our appreciation for SmartVestor Pro for their continued confidence and esteem of our CFP® professionals, our Financial Planning team, our Investment Management services, and excellent customer service. Likewise, GIA continues to believe in the SmartVestor Pro program and wish it continued success.

This change goes into effect on March 31, 2023.

If you want more information about our services and benefits or want to know how to work with us, click the links below.

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how to work with us

Contact Tara Bruce tbruce@goodwininvestment.com with any questions or concerns.

By Tara BrucePublished On: April 1st, 2023