meet
Tim Goodwin, CFP®
Sr Wealth Advisor and Founder
But we’re not alone! We believe in working closely with others to leverage their wisdom, insight, experience, and expertise. We do this by selecting key vendors who have teams of experts in their fields with whom we can dialog as and when required. We also do this by having industry experts serve on our GIA Investment Committee and various clients serve on our GIA Client Advisory Board.
Through this network of partners, we build on the wisdom of thousands of people and utilize their advanced technology to support our team so that we can help you receive the most current and comprehensive guidance.
In addition, we welcome the opportunity to work with your attorney, accountant, and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
In addition to our 4 Certified Financial Planner CFP®) professionals on staff, through our network of partners, we have 17 Chartered Financial Analysts (CFA®), 2 CFP® professionals, 1 Certified Public Accountant (CPA), and 6 Chartered Alternative Investment Analyst (CAIA®) professionals who support our investment management guidelines.
how to hire us
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.
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.
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.