Goodwin Investment Advisory2024-10-07T15:12:05+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 07.2024

They take their clients dreams and goals and set them as top priority!

Joe and Ray are not only incredibly professional, but they are also very personable and seem to truly care about our goals and retirement plans while providing options that we might not have otherwise considered. They helped us to see our retirement goals in a concise and yet conservative way providing hope for a solid and secure future! We wouldn’t hesitate to recommend Joe, Ray or the entire Goodwin team to anyone looking for a financial advisory group that they can trust to take their clients dreams and goals and set them as top priority! Thank you!

Nikkie Frank

client

Great group of amazing people!

Update: When Sharon decided to retire she introduced me to Justin who’d be taking over my investments. I was apprehensive to start, but once I had the opportunity to meet with Justin … Oh My Gosh! … he is WONDERFUL! I kept telling Justin “pretend I’m your mother”and by the end of our almost 2 hour meeting he started saying “if you were my mom” … LOL! On a serious note though, I completely trust Justin and the entire GOODWIN team. I appreciate and respect their combined finance brilliance and team strategy. Very Grateful!!

Great group of amazing people! Super smart people and I trust every piece of advice Sharon has ever provided me with!🤗

Cindy Rier

client

Tim and his team are always helpful and reassuring

Just met with Tim and Ray at Goodwin investment advisors and had a great update. I really appreciate the insight and assistance to make sure we are well prepared for retirement. Tim and his team are always helpful and reassuring.

Scott Kieffer

client

What a gift to have a financial advisor that you can trust!

Justin Pitcock is an excellent financial advisor – he is knowledgeable, helpful, and very personable too! Best of all, I feel informed and confident about the way that my money is being managed. What a gift to have a financial advisor that you can trust!

Nathan B

client

I recommend them highly

I have been working with Goodwin and specifically Justin Pitcock as my advisor for a couple of years. I love the size of the firm – not a huge group and not just a single advisor. Justin always listens to my crazy ideas and guides me to great investments. I recommend them highly.

Charles Howell

client

Definitely worth every minute of time

Goodwin Investment does an excellent job. What I like most is their mission statement and their genuine concern in helping people with their financial planning. Definitely worth every minute of time. Make an appointment. Ask for Joe Beckford. He is the best!

Stella Peeples

client

The advice they have provided us regarding our investments and retirement has been invaluable

We have had a seven-year partnership with GIA (Goodwin Investment Advisory). The entire staff there is exceptional! They are genuinely kind, trustworthy, and compassionate individuals. Our direct interactions have mainly been with Tim, Justin, Joe, and, most recently, Ray. The advice they have provided us regarding our investments and retirement has been invaluable. Our annual meetings with them always result in a well-thought-out plan for the future.

JC Chadwick

client

Highly recommend!

I had my initial consultation with Ray Brown and Tim Goodwin today and I was impressed with not only their process of gathering information about who I am and what I am looking for out of a new firm, but also for the organized approach to explaining who they are, and how they operate.

You can tell they understand that the world of financial investing isn’t that easy to navigate for those not in this profession, and their honesty and straight forward approach made me feel comfortable knowing that they will be the right fit for me and my family. Highly recommend!

Jeff Getbehead

non-client

We have peace of mind that our investments are in good hands

Joe and the team at Goodwin are trusted advisors to me and my husband. They check in regularly and leave us feeling like we matter. They recently worked with us on some specific questions we had on our investments and did so in a thorough manner. They took the time to explain options so that we could make an educated decision. We have peace of mind that our investments are in good hands and that we are working towards a plan for our future. — KNP

Nicole P

client

Tara was very professional, thorough and informative!

Tara was very professional, thorough and informative!

David Hopkins

non-client

Cannot recommend enough!

My fiancé and I met with Justin to go over the best way to financially plan for our future together. He was super intentional and thoughtful in listening to our personal goals and how best to achieve them in a realistic way. The Goodwin team should definitely be your go-to for all financial planning needs no matter what stage of life you’re in. Cannot recommend enough and can’t wait to go back and chat with their team again once our goals change.

Emily Reid

non-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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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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