Fiduciary, CFP® Professional Wealth Advisors | est. 2004

Accounts, communication and benefits2026-08-12T12:11:18+00:00

accounts, communication and benefits

client corner

Goodwin Investment Advisory provides a range of tools, services, and benefits to our clients.
Here’s a simplified and easy-to-read list: (maybe also a few you were unaware of?)

2 financial tools you have access to

gMoney-logo-2024

gMoney is a powerful collaborative financial planning tool where both the advisor and the client can build out a complete financial picture, establish goals, manage scenarios, run over 250 reports, project income and expenses, including assets not professionally managed, upload financial documents, and track your net worth over time.

fidelity-logo-700

We use Fidelity as our preferred custodian, and their website provides your performance and brokerage statements (incl. tax reports), as well as tools to compare your investments’ performance against a large number of benchmarks. You can now use the Fidelity app to track your performance as well.

*If you need access for the first time, or if you are having trouble logging in, please email clientservices@goodwininvestment.com to let us know.

9 ways we communicate with you

The primary way we communicate with you is done electronically!
If you are not seeing our email communications, please email our team at clientservices@goodwininvestment.com.

If you search GIA in your email search bar you will see all of our recent email communications as we have added “GIA” to the beginning of all subject lines moving forward.

1. We LOVE personal communication with our clients, and you have unlimited access via phone, text, and email to your advisor team!

2. Every Monday you receive an email market update. In case you’re not receiving it, please check your spam folder for the subject line “GIA – Market brief” on Mondays.

3. Once a month we send an email only for our clients called “Insider”, which includes updates on our team, reminders of important things to know, events we are planning, real estate updates, local happenings, a section on individual growth and other fun extras.

Read the Latest Insider

4. We send semi-monthly blogs on Tuesdays covering financial topics that might be beneficial to you.

5. We frequently publish new guides to help you in a variety of areas including: end of year planning, tax & retirement planning, money conversations, taking care of aging parents, and many more. Some of these include very useful and printable checklists to help you as you face some complex issues.

6. We occasionally send text messages regarding important updates and events.

7. As of April, 2023 we launched the The Money PIG Podcast – offering insights from various advisors and industry experts on a variety of money topics, sprinkled with some humor.

8. We are active on social media: Facebook, Instagram, LinkedIn, and Youtube.

9. Our website is an amazing knowledge center with extensive resources. You can even narrow your focus by looking up a topic of interest to you in our search bar, or by clicking on our categories for blogs.

services and benefits we offer

investments, retirement, and tax planning

a personal financial plan can cover

  • social security options

  • retirement income projections

  • diversifying income sources in retirement

  • retirement planning

  • roth conversion strategies

  • estate planning

  • tax planning

  • budgeting

professional asset management

  • diversified portfolios designed around your goals

  • professional portfolio management

  • tax-efficient investment strategies

  • institutional investment oversight

  • personalized portfolio customization

  • alternative investments (when appropriate)

charitable giving strategies

  • tax-efficient giving

  • donor-advised funds

  • qualified charitable distributions (QCDs)

  • appreciated stock donations

  • charitable trust strategies

  • legacy and family giving

guidance on real estate investing

  • when to purchase a new home
  • when to sell
  • purchasing a rental property
  • downsizing
  • relocation based on your retirement goals

guidance during life transitions

  • job change / retirement
  • marriage / divorce / loss of spouse
  • birth of child

  • becoming empty nesters

  • loss of parent(s) and managing an inheritance

401k, 403b, 457 Plans

  • we can advise on employer-sponsored retirement plans

  • we can manage your employer sponsored accounts

tax planning strategies

  • reduce taxes over your lifetime

  • keep more of your retirement income

  • make smarter Roth conversion decisions

  • manage capital gains taxes

  • coordinate investments with your tax return

  • plan ahead for required minimum distributions

  • avoid unnecessary Medicare premium increases

  • make charitable giving more tax-efficient

fun client benefits

(we love showing our clients that “we care more”)

  • invite to GIA annual community gathering

  • smaller gatherings at the office

  • Christmas event (photos with Santa)

  • free birthday book of your choice from our list mailed to your house

  • incentive of $100 for putting a copy of your will in the gMoney vault.

read our most recent blog, podcast episode, and client insider

episode-117

welcome to The Money P.I.G. Podcast

The Money P.I.G. Podcast is co-hosted by Tim Goodwin and Joe Beckford. Our mission is to lead people to financial Peace, Independence, and Generosity, hence the name PIG. You can watch the podcast on YouTube or listen on Buzzsprout. Follow us to stay connected and never miss an episode!

Disclosure:
The list of tools, services and benefits are provided as a general guide, and may not be applicable to each individual client’s situation. GIA does not receive compensation for mentioning the companies, trusted partners & external resources above. All investment carries risk, and GIA cannot guarantee results or growth. GIA may comment on tax topics in general terms, but you should consult with your CPA to determine your specific tax situation.

GIA-white-logo
238 River Park N Dr.
Woodstock, GA 30188

(678) 741-2370
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Goodwin Investment Advisory and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Goodwin Investment Advisory maintains clients. Goodwin Investment Advisory may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Goodwin Investment Advisory’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Goodwin Investment Advisory’s website on the Internet should not be construed by any consumer and/or prospective client as Goodwin Investment Advisory’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Goodwin Investment Advisory with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Goodwin Investment Advisory, please contact the SEC, FINRA or the state securities regulators for those states in which Goodwin Investment Advisory maintains a filing.

A copy of Goodwin Investment Advisory’s current written disclosure statement discussing Goodwin Investment Advisory’s business operations, service, and fees is available from Goodwin Investment Advisory upon written request. Goodwin Investment Advisory does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Goodwin Investment Advisory’s website or Incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (Including the investments and/or investment strategies recommended or undertaken by Goodwin Investment Advisory) made reference to directly or indirectly by Goodwin Investment Advisory in its website, or indirectly by a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio.

Certain portions of Goodwin Investment Advisory’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Goodwin Investment Advisory’s (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Goodwin Investment Advisory, or form any other investment professional. Goodwin Investment Advisory is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Goodwin Investment Advisory’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Goodwin Investment Advisory, or from any other investment professional.

Goodwin Investment Advisory may provide links from this Site to a non- Goodwin Investment Advisory Website or permit a link from a non- Goodwin Investment Advisory Website to this Site. Such links are for your convenience only and do not imply any affiliation with, or an endorsement, authorization, sponsorship or promotion of the non- Goodwin Investment Advisory website or its owner Goodwin Investment Advisory does not control or review any link, and accepts no responsibility for the content, products or services provided at these linked websites. If you decide to access such non- Goodwin Investment Advisory Websites, you do so solely at your own risk and you should be aware that non- Goodwin Investment Advisory websites are governed by their own terms and conditions and privacy policies. Links to this site may be made only with the permission of Goodwin Investment Advisory A link to this Site may be permitted in Goodwin Investment Advisory’s discretion, where, without limitation, such link (a) is to this site’s homepage, (b) clearly informs users that the link is to the Goodwin Investment Advisory Website, (c) does not imply any affiliation, endorsement, sponsorship or other relationship between the link Goodwin Investment Advisory Website or the Website owner and Goodwin Investment Advisory, (d) delivers this site’s Content without framing or similar environment, and (e) maintains the integrity of this site’s layout, content and look and feel. Goodwin Investment Advisory reserves the right in its sole discretion to refuse permission or to cancel permission to link to this site at any time.

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