get out of debt
start your investment journey
confidence in your retirement
You want to invest your money, but you’re just starting out? That’s OK!
Work with Justin Pitcock or Ray Brown to help you get started with investments, or help you plan your retirement. They will help you look at your investments, ensure you are investing your money properly, and be there for you when you need them. Our team strives to effectively and concisely demonstrate competence and care. To get started in the process, please schedule a free intro call below.
Guidance and confidence for your financial plan.
You don’t have to be a financial expert to invest money; you just need to work with someone who is.
Planning out your financial future on your own can feel overwhelming. We’re here to help.
We know your financial situation is unique to you and that you deserve specific solutions made just for you. We understand that money is emotional and that these decisions can be difficult. We are here to help you reach your goals when you are ready. For almost two decades, Goodwin Investment Advisory has helped hundreds of families achieve confidence, knowing their investment portfolio will be invested right and be there when they need it. Our mission is to see you have financial peace, independence, and generosity.
A quick message from Justin…
Here at GIA, I work with clients who are committed to reaching their personal and financial goals. Whether you’re looking for a CFP® professional to be your guide through your retirement journey or you are just looking for confidence in making a single financial decision. Never fear, there’s no judgment here. We’ll discuss your unique situation and goals to discover how you can best use your resources to achieve those goals. After our initial strategy session, we’ll decide if we should reconvene in 30 days, 60 days, or maybe 6 months…it all depends on you.
Three simple steps to getting your financial questions answered.
STEP 1
Schedule your free consult
We’ll take a look at your present financial circumstances and figure out what you need to do to realize your goals. Whether you’re just starting out or nearing retirement, we can provide the guidance you need to make smart financial decisions.
STEP 2
Meet – virtually – to discuss your financial goals
We’ll provide you with a roadmap to follow so you can make the most of your money and achieve your financial goals. Get one-on-one help to navigate the complexities of the financial world and create a personalized plan that’s tailored to your unique needs.
STEP 3
Be assured your financial plan is on the right track
As your life changes, so do your financial goals. We’ll review your plan with you as you need it to make sure it still makes sense for where you are in life. And we’re always happy to advise on adjustments as needed to keep you on track.
You’re working hard to get your finances in order, and we want to help, no matter what stage you are in.
Get hourly financial planning that works best for your needs.
$375 an hour
* latest 10 reviews as of 10.2024
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.
Can’t I just do this by myself?
Using an hourly financial planner can be an extremely valuable tool for achieving your financial goals. A good planner will work with you one-on-one to help you understand your current financial situation, develop realistic and achievable goals, and create a plan to help you reach those goals. They can also provide valuable guidance and advice as your life circumstances change, ensuring that your financial plan is always on the right track.
Bottom line – working with a financial planner can save you time, money, and stress. If you’re serious about achieving your financial goals, consulting with a professional financial advisor is a smart choice. We’ll help you get on the right path to reaching your financial goals and make the most of your money. Check out our blog, “Does hiring a Financial Advisor add value?”
