you can have the guidance and confidence

in your financial plan provided by a team your family can trust.

schedule a call
client-satisfaction
ramsey-badge_2022
readers-choice
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. The Reader’s Choice Award is based on nomination and voting by community members and others, and also include employees of Goodwin Investment Advisory. Please click here for further information.

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

schedule a call

how we serve you

what to expect?

Get on a call

STEP 1

schedule an intro call

Our director of first impressions will listen to your story and answer any questions you have during this free 30 minute intro call.

Meet with an advisor

STEP 2

meet with an advisor

One of our advisors will discuss managing your investments and your financial goals in a free consultation.

schedule a call
Join our client family

STEP 3

join our client family

Join our firm for unparalleled customer service and get your personalized strategy and access to all of our services.

Right fit guide

find your best-fit investment advisor with these tips

Our hope is that you find the best-fit financial advisor for you, and we realize that might not be us. So we wanted to provide you this guide to help you search.

get the guide now!

how we’re different

To answer that question, we decided to talk to the experts. So, we asked our clients what makes us different from other financial advisors in Woodstock that they’ve work with in the past. They wanted us to tell you what makes us stand out.

schedule a call
5 star google rating badge

* as of 5.2022

I can not say enough good things about Goodwin Investment Advisory.

I can not say enough good things about Goodwin Investment Advisory. When it comes to customer service, they excel and literally hold your hand through the process. I know of many individuals who are thrilled with their retirement income. As a result of trusting Goodwin Investments with their financial decisions, not only have they exceeded their expectations, but every year they hold a Customer Appreciation Party. This is not because they have to, but because they want to let customers know how much they truly appreciate them. It is obvious that the entire team works very hard to ensure that every customer feels like a V.I.P. when they walk through the door and that their financial future is in excellent hands.

Kristen Axton

Our family LOVES GIA!

Our family LOVES GIA! They have been a trusted partner to depend on during every major financial phase our family has walked through. They are locally owned, a growing small business, and some of THE BEST humans you’ll ever meet. 10/10 would recommend working with Tim and his team!

Michaela Randolph

We have been with Goodwin Investment Advisory for a few years now.

We have been with Goodwin Investment Advisory for a few years now. The GIA team has helped us to better define our financial goals and has advised us on the best path to achieve them. Our advisor, Joe Beckford, is very accessible and has taken the time to get to know and understand us. He is quick to respond and goes above and beyond to assist with our financial needs. It has been our experience that the entire team at Goodwin Investment Advisory really cares about the individuals and families they advise.

Kori Wardlow

We have been clients for double digit years and have had great experiences at GIA.

We have been clients for double digit years and have had great experiences at GIA. Beyond offering beneficial financial advice, they offer a great experience for their clients, including celebrating client birthdays, recognizing financial milestones, and offering client appreciation events. The staff is always knowledgable and timely in their responses. I would recommend their services without hesitation.

Wyndi Labrecque

Very knowledgeable and servant leader design in this firm.

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

This company is a wonderful asset to the local community.

This company is a wonderful asset to the local community. Very professional with top notch communication skills and transparency. They have a great understanding of todays constantly evolving market and the wherewithal to navigate their clients through it.

Dave Pastush

I have been very impressed with the team of Goodwin financial advisors.

Looking for a partner to help understand financial options and guide decisions? I have been very impressed with the team of Goodwin financial advisors. Not only do they engage in personal needs and goals, they offer understanding, insight and confidence. My husband and I look forward to next steps as we hire Goodwin Investment Advisory to navigate our options and create a pathway for solid financial planning. Members of the Goodwin team are very personable and represent business values that give us confidence and optimism for the future. We look forward to learning more from the financial advisors and team members and tapping their expertise. We plan to introduce our adult kids to the Goodwin team as well! Sammie Sue Hendrix

Sammie Hendrix

I feel my investments are managed well.

I feel my investments are managed well. My advisor is very responsive, friendly, helpful and knowledgeable. I also love the familial feel of Goodwin Investment Advisory and the way they incorporate the City of Woodstock and local events, businesses, etc.

Edward Putnam

Great experience!

Great experience with Reid! It was our first time sitting down with an expert going over our finances and he was wonderful. Looking forward to meeting with him multiple times a year to keep us on track towards retirement! Thanks Reid!!

darren duxbury

My financial advisors

From my first visit, I knew that Goodwin would be my financial advisors. Joe has been great to work with and Joanna can answer most any questions that you have.

Kathy Knox

Personable and trustworthy!

Personable and trustworthy! The amount of communication we receive is spot on!

Steven Castardi

Easy to work with

Easy to work with. Truly believe you have our best interest at heart. Outstanding customer service. Easy to get in touch with him when needed. Justin organized a three way call with a rep from Lincoln Financial as I was trying to move the funds I have there to Fidelity. He knew the questions to ask, etc, and helped me make sense of what I was told.

Michelle Slaton

I love the morals and values that this company stands for.

I love the morals and values that this company stands for. I know that they are trustworthy. I also know that they are advising people to follow God’s word – what more do you want?!! I love that you give us self improvement books on our birthday! I look forward to that card every year! It’s like you’re making a personal investment in all of our lives!  It’s about more than just the money, you want us to be thriving in all areas.

Ashlyn Grummer

Goodwin Investment gives reliable assistance if needed.

Goodwin Investment gives reliable assistance if needed. They’re just a phone call/text away. Justin arranged a phone conference with someone with the group doing our estate planning and made things simpler. We appreciated the assist.

Betty meriwether

Very much appreciated

I appreciate the Christian approach, Dave Ramsey ideology and willingness to meet their clients needs. Very much appreciated Tim taking time last year to sit with our 4 teen kids with an age appropriate financial guidance lesson with Q and A!

kelly teresi

GIA is a trusted resource

GIA is a trusted resource, and I think trust with finances is the most vulnerable part of going with a 3rd party to manage your wealth. Response rate is always very quick for easy or complex questions. I have to say Joanna has just been great, from our very first interaction. She is knowledgable, quick to respond and extremely helpful.

Kristen Bryant

Goodwin Investment Advisory is awesome

GIA (Goodwin Investment Advisory) is awesome. They are the whole reason we can see the light at the end of the tunnel….aka retirement. Best decision we ever made.

Sally Pyle

I can’t wait to really start with this group of great people

I came home to some hand-selected Paleo treats sent from our new Financial Advisor and team (Goodwin Investment Advisory). I think my mom may have tipped them off to my Paleo preference because I don’t recall telling them. The thought was awesome and I can’t wait to really start with this group of great people. Thanks Tim!

Jessica Shivers

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. – Coram Deo & Todd Thompson

Todd Thompson

We highly recommend Goodwin Investment Advisory!

They are very professional and responsive to emails. We have never had an investment advisor, but decided that we needed some advice on where we actually stood going into our retirement years. After meeting with Tim and Joe we had such a sense of peace knowing that we are heading in the right direction and what we needed to do in order to retire comfortably. I wish we had utilized their great service years ago!!!!

Lori B

The right choice for our financial future

We first came to Goodwin Investments as we were not satisfied with our current financial advisor. I initially met with Joe Beckford, wealth advisor and soon felt comfortable we were in good hands. He has put together a sound financial plan for me and my wife that will help us now and our later years. We are confident Joe and Goodwin Investments is the right choice for our financial future.

Michael Leahy

Flawless

We’re very recent members to the family as they like to call their clients, and they do treat you as so (and only in the good way 😎). Being cautious with finances, business relationships and establishments who have all high ratings I did some serious investigation. I checked their SEC filings – flawless. I checked with social media – flawless. I found we had mutual friends – again flawless. Being a careful business professional I went into the initial meetings looking for anything of concern – nothing. Every step of the way from initial interview through our intake meetings every experience was top notch. We’re excited to have them in our portfolio of trusted partners. At no point, whatsoever, were we pressured, made to feel uncomfortable or concerned. Moreover, being a boutique firm they listened very carefully to our aspirations and concerns and addressed every one. Particularly, when a question was asked that required investigation they admitted they’d need to look into it and got back to us with the answer. This part is an aspect I consider high on the integrity scale. I very much look forward to working with them as we become fully integrated. Feel free to reach out to me if you have any questions or would like a referral.

Trent Sunde

These guys deliver a world class experience.

They are very professional, but still able to maintain a personal relationship with us. We have been with Tim for many years, and have been lucky enough to watch him grow his company while growing our portfolio. We have the utmost confidence in him and his amazing staff. Every one of them will deliver exceptional service. We are able to, with utmost confidence, leave our nest egg in their capable hands.Thank you to all of you for being who you are.

Martin Jansen

Major thanks to all the Goodwin Investments team has done for us!

We have now been with GIA for a few years. We could not be happier with our decision to trust the GIA team with our investments. One thing we loved most and still do to this date is that the folks at GIA are focused on ‘Our Why’. They spend the time to understand why we want the outcomes and results from our finances and help us by creating a plan to achieve those and make knowledgeable and experienced suggestions along the way. With our investments here we are able to feel safe and confident that not only our future is solid that our children’s future and charitable desires are also met. Major thanks to all the Goodwin Investments team has done for us!

Jimmy Patrick

Mr Goodwin and his team are easy to work with and informative.

Joanna, Joe and Justin have all been very helpful with our accounts!!

Danita Reeves

He takes all the time I need – he truly has the heart of a teacher.

After a life changing event, I knew I wanted to meet with an ELP. I had to move my 401k from my former employer, so after meeting with two other ELP’s, I chose Joe Beckford and GIA. I’ve met or spoken to most of the Goodwin team. Each one is professional, personable and quick to respond when I need something. On my first visit to the office, my name was on the board in the lobby – made me feel like one of the family! Its the personal touch that makes the difference for me. Joe won my confidence early on. His knowledge, professionalism and listening skills help me sleep at night! He takes all the time I need – he truly has the heart of a teacher.

Kathi Golden

Tim and his whole staff has allowed me and my company to take our financial matters to a whole new level.

Thanks Tim.

John Dicks

Great team of professionals who seem to care about their customers.

Rani Ghawi

Great service, very knowledgable, up to date.

Philip Trego

One of the best decisions I have ever made

Moving my investments to Goodwin Investment Advisory group 3 years ago has been one of the best decisions I have ever made. Not only is Tim Goodwin and his excellent team of advisors honest, trustworthy, wise and smart but they are overall wonderful people who love their work and are attentive to the details of each investors’ goals and portfolio. Tim and his capable staff have done an excellent job of continuing to communicate and educate their investors via conference calls, emails and video messages regarding the current economic upheaval. This level of attention and information has helped me to trust GIA’s advice as well as giving me a sense of peace knowing that they are monitoring and appropriately evaluating my portfolio on a daily basis.

Cindy

Christian based, knowledgeable, trustworthy and personable

Channa Fleming

Family feel, availability, reassuring

Scott Kieffer

Darcy Roberts

Excited to work with them more!

Amazing review!! Wish I could leave 10 stars 🌟 Tim and everyone at the office was extremely professional, educational and welcoming. We felt right at home and learned just what we needed to do. Excited to work with them more!

Megan Condrey

Jack Burke

I look forward to many more years with Tim and his team as our trusted financial advisors.

Tim is the best. There is a comfort level that is beyond compare when you enter his office. Everyone in his office are kind, considerate and truly make you feel comfortable. I find Tim trustworthy and encouraging. I look forward to many more years with Tim and his team as our trusted financial advisors.

Andrea Kieffer

Katrina Quigley

Well, if you are a client of Goodwin Financial you know that this was a great year!

With this year being so rocky you would think that it is not the best time to start or contribute to an investment account. Well, if you are a client of Goodwin Financial you know that this was a great year! All of their clients are in the positive even with the dips (and a plunge) in the market. I love the Goodwin team because they operate as a family and each client is an extension of that family. Justin Pitcock is my personal finance guy and used to work for the Secretary of State. One day he did a surprise audit at Goodwin Financial and liked the company so much he ended up getting a job there! He has definitely gone above and beyond for us. Even helping me out with something that wasn’t even related to my account. My whole family has accounts with them now (Tyler will when he is 18). If you are looking to start an account or move an account I would highly recommend them no matter where you live. PS-they captured my heart when I saw their wall with client sponsored children at Compassion International. Bibek is ours and he is now on the wall.

Kim Crosby

Michael Sims

Worth every penny.

Tim and his team were my first experience with a financial advisor. I wasn’t exactly sure what I wanted apart from a financial “check-up” considering that I felt like our family was in a healthy financial state. Meeting with Goodwin Investments was incredibly helpful. Tim confirmed some things that I already suspected… he alerted me of some other things that I could address immediately to further our financial health. What I really appreciated was that during our time together, he provided some immediate financial coaching, some long-term financial coaching… and left me considering how valuable it would be for Tim and his team to provide on-going management and coaching given their experience and expertise. 5-star experience all the way around. Worth every penny.

Chris Kim

phil Skinner

They helped me manage and redistribute my funds even during a pandemic!

Tim Goodwin and his staff have provided me with complete confidence in managing and redistributing my funds even during a pandemic. I was devastated like everyone else when the market took many tumbles, and was worried about my investments. The staff at Goodwin Investments redistributed my funds, and as a result I did not loose a large amount of money. It could have been much worse.

I was with a large well known financial company before changing to Goodwin Investments. I know from personal experience what it’s like to loose a lot of money when someone you’ve hired does not actually manage your money during good or bad times.

Goodwin Investments has a friendly and welcoming environment. They also display a generous nature in recommending giving and sharing wealth if able. Tim Goodwin and his staff have demonstrated to me they are attentive to my financial needs and well being.

Theresa Ellwood

They are an immensely capable and professional financial advisory firm!

We researched and interviewed several organizations before choosing GIA. They are an immensely capable and professional financial advisory firm that manages to feel like a local family business. Their competencies, resources, goals, and values allow them to provide all the services you’d expect from the larger firms while creating a relaxed culture where they are able to get to know each individual and his/her needs. They not only helped us create customized short- and long-term plans, they respond to and accommodate real-life situations to help navigate unforeseen circumstances (at a very favorable fee structure). Everyone is not only smart and talented but friendly, down-to-earth, and simply enjoyable to work with. Even my octogenarian mother, who was initially nervous about meeting with an advisor, said she appreciated how nice everyone was and left feeling comfortable. My wife and I recommend them without hesitation.

James Hebb

They treat you like your family!

I have been extremely satisfied with Tim and Joanna. They are the only 2 that I have worked with, but the results speak for themselves and I am confident that they have my best interest in mind. They are easy to communicate with and to get in touch with should you need to. They are NOT robotic like so many other firms are. They Treat you like your family. What else could you look for?

Greg Butler

They have always gone above and beyond to help me!

Joe Beckford and the team at Goodwin have always gone above and beyond to help me with my personal finance and investment. They have always been incredibly flexible for meeting and I always leave our meetings feeling good about the decision I made to work with Goodwin. The staff is always happy to make sure my questions are thoroughly answered and that I have a complete understanding of their answers.

Keith Wilson

Goodwin is the right fit for us!

We spoke with 2 other Financial Advisors. Goodwin is the right fit for us. We now have a better understanding of how our money is working for us. Goodwin takes the time to answer our questions so we understand. We are very comfortable when we go into the office. Joe, Joann, Justin and Beth are awesome. Goodwin cares about what we care about!

Sandra Askew

They both personable and knowledgeable!

The professionals at GIA are both personable and knowledgeable. Despite uncertain times, GIA clients can have peace of mind because of the individualized attention they receive. Something that makes this group stand out is the opportunities for client education in a variety of areas of wealth management.

Jenn J

They make you feel very important!

I love working with Tim, Joanna and his team, as they make you feel very important! They are so knowledgable and efficient and making all the tight decisions for me and my family. I trust them wholeheartedly and I love their attention to detail, their ease of use with technology and their mission.

Niksey Foley

It has been a pleasure to work with!

It has been a pleasure to work with Justin Pitcock and the entire Goodwin team. Our financial planning requirements were complex and involved a business we own and are rapidly growing. Justin helped us run multiple scenarios to insure we are taking into consideration…time, business investment vehicles, and tax limiting strategies. If Justin didn’t know the answer he made a point to research and promptly get back to us.

Scott Boldt

Support staff is fabulous!

Great experience with Tim and his crew. GIA has an excellent family feel and Tim has the “Heart of a Teacher”. GIA uses sound planning practices and allows me the time and peace of mind to not worry about finances during turbulent times. I would highly recommend Tim’s services to anyone.

Support staff is fabulous.

Robert Poulos

Great service and response time!

Great service and response time. I can text, call or email. Response time is fast! I have zero complaints. The feeling is mutual for our entire staff.

Linda Traylor

Outstanding service and experience!

Outstanding service and experience! I have been a client of theirs since 2003 and Tim and his staff are incredible!

David Yohan

Tim and his team are AWESOME!

Dealing with money and investing, not being a professional but wanting to be responsible and have the comfort to know my money will grow healthily and in a safe manner without getting hoodwinked by lots of unknown fees, this is the BEST place to be. Tim and his team are AWESOME.

Dale Burke

Tim gave me hope!

GIA is very customer centric and are responsive to your questions. Tim showed me that retirement is possible and that gave me hope. Everyone has been very responsive when I email a question.

Lori Bradford

Their advice allowed me to move into early retirement

Tim and the GIA team provide concise, understandable guidance and are never pushy about a recommended solution. Their advice allowed me to move into early retirement with a minimum of concern about my future.

Paul Steffen

He helped us achieve our financial goals!

My wife and I met with Tim this week to learn more about his firm and the service they offer. We were super impressed from the moment we walked in the door. Everyone was very welcoming and Tim was ready to meet immediately. He spent time asking us questions and learning about our goals. Then Tim walked us through his approach to helping us achieve our financial goals. We will be working with Tim and his team in the near future and we are excited to get started soon! PS – something else that we really loved is he lives by the financial advice he gives to his clients. Giving / charity is a major priority for him and that spoke volumes to us.

Waylon Smith

They won our confidence!

My wife and I were referred to Tim several months ago. We were fortunate enough to have the opportunity to get to know him prior to our first in office meeting. Once you meet Tim what I’m about to say will make sense, so you’ll have to do that. Tim is a very straight forward and likable person.This was apparent from our first conversation. He’s not a pushy sales guy, he’s a genuine listener and good at getting to the point when he needs to. This first encounter lead us to schedule an appointment with Tim and his team to discuss the full scope of their services. His office was clean, well organized and accommodating. The progression of our follow up meetings, proposed strategies and most importantly his companies culture fit our goals and won our confidence. We are looking forward to continuing to build a long term relationship with Goodwin Investment Advisory.

CJ Stam

With the GIA team on our journey to financial freedom!

With retirement approaching, my husband and I wanted to get profession advise to guide us through this significant part of our lives. As we began discussions, Tim and team quickly gained our confidence. From the initial intake phone meeting with Beth, to the fact-finding interview with Joe, to the planning meeting with Tim, the knowledge, caring and integrity of this group became evident. We will certainly have questions along the way and are confident that Tim and team will respond timely with straightforward answers that we can trust. We are looking forward to building a long-term relationship with the GIA team on our journey to financial freedom!

Kathy Brooker

They make the difference!

A great, customer focused firm that truly cares about teaching and serving their clients. The personal touch from Tim and his team really make the difference. If you want a financial advisor you can learn from and trust then look no further, you’ve found the place!

Jay Teresi

I highly recommend meeting with GIA!

I have known Tim for years so my husband and I went into our meeting fully persuaded that he was completely trustworthy and a man of integrity – 2 things I consider to be imperative traits of anyone who might be handling or advising us about our finances. But I was really blown away at the heart and mission of this firm, the way they care for their clients, the wealth of knowledge and varied expertise amongst the team members, their incredibly successful track record and reputation in the North Georgia area, and honestly the “way” and the “why” they do everything they do! Tim helped draw out our heart and really help us better define our goals for the future. He answered so many questions we didn’t even know to ask before our meeting. He explained things so they were easy to understand. My husband and I were both so impressed and truly helped by our time with Tim. I cannot say enough about this firm – if you have any questions about where you are now financially and how to get to a desired goal in the future, I highly recommend meeting with GIA. I truly believe you will be so glad you did!

Mitzi Kurtis

I feel like I’m in good hands a GIA!

To me, trust is probably the main aspect I’m looking for in an investment advisor… expert and timely advice I know I can trust. I’ve been working with Tim and his team over 12 years now and there’s no one else I’d rather trust with my assets. They have given me sound and timely advice year and year… Spending the time it takes to dig in deep and fully understand my particular needs and concerns… advice that’s in my best interest, not driven by trying to make another buck for themselves. I feel like I’m in good hands a GIA!

Ralph Johnston

An A+ firm!

We been clients of Goodwin Investment for multiple years. We find Tim and his team to be extremely knowledgeable and they take pride in offering advance technology along with targeted and current investing advice. So much so that we allow them to mange all of our accounts. Tim and his staff a very accessible in addition to offer multiple educational opportunities. We highly recommend Goodwin Investment Advisors …. an A+ firm.

Julie and Allen Nunnelly

Great communicator and reasonable coaching fees!

Joe Beckford was great at teaching about many aspects of my finances-from stock market investing to debt payments to the pros and cons of refinancing a mortgage. Great communicator and reasonable coaching fees. I highly recommend!

Heidi Moore

Highly recommended!

Do you need help making financial decisions? Then contact Tim Goodwin at Goodwin Investment Advisory. He is extremely knowledgeable about all facets of the investment industry. He and his staff not only work on your behalf but take the time to explain all information so that you can make informed decisions and attain your financial goals. Tim genuinely cares about his clients and their future. My husband and I highly recommend Goodwin Investment Advisory.

B Brown

Can’t recommend highly enough!

Very honest and wise advice for my family. I’ve yet to find a company that values individual’s finances as much as this team does. Can’t recommend highly enough.

Andy Jones

What a great team!

What a great team of financial advisors. They are trustworthy and honest and uphold integrity. Such important qualities when choosing to invest your money and future wealth.

Joshua Bruce

Great to work with!

Goodwin Invest Advisory is so great to work with! They give great advice Allowing you to dream big and achieve financial freedom.

Jason Hodges

One of the best decisions I have ever made!

Moving my investments to Goodwin Investment Advisory group 3 years ago has been one of the best decisions I have ever made. Not only is Tim Goodwin and his excellent team of advisors honest, trustworthy, wise and smart but they are overall wonderful people who love their work and are attentive to the details of each investors’ goals and portfolio.

Rincon

Very pleased!

Very pleased with Goodwin Investment!

Anthony Dixon

Because he cares!

Testimonials are tough. Is this authentic, is this scripted? Here is the truth with GIA and Tim Goodwin. They are real and they care. I would love to go into the details of how Tim has helped me with my finances but I can’t because the government regulates what can and can’t be said. With that being said, here is what I will say, Tim will shoot you straight and get into the details with you. Why? Because he cares.

Kevin Turner

“Goodwin Investment Advisory, LLC is an SEC registered Investment Adviser.  This testimonial was given by a current client, and was not compensated with cash, or non-cash compensation, for the testimonial. There are no material conflicts of interest on the part of the person(s) giving the testimonial resulting from the person’s relationship with Goodwin Investment Advisory, therefore has no incentive to recommend the adviser.”

client stories

Get on a call

Widow seeking confidence her money was invested right

read more
Get on a call

Uncertain and Self-managed couple

read more
Get on a call

Young couple didn’t know what they were missing

read more
Get on a call

Couple retire early during a pandemic

read more
Get on a call

Retired widow

read more
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.