Financial Advisor – Acworth, GA2024-03-25T21:43:09+00:00

gain confidence in your financial plan

Acworth, GA Financial Advisor

Design your customized plan to gain and maintain financial independence with guidance provided by a team local to Acworth that your family can trust.

do you need a financial advisor (near me) in Acworth, GA to show you the way to freedom? 

  • Do you know if your retirement accounts are invested too aggressively or conservatively?

  • Are you worried about advisors investing your money irresponsibly?

  • Are you uncertain whether you can afford to retire?

  • Do you feel as if you can’t trust financial advisors?

  • Do you want a financial guide local to Acworth, GA that invests their own money the way they invest yours?

  • Are you looking not only to retire, but to maintain your lifestyle, and thrive in retirement?

Financial Planning - Father and Son Enjoying Playtime Together

all of the guidance. none of the pressure.
conveniently located near Acworth, GA.

In these uncertain times, being in control of your money is more important than ever before. It breaks our hearts to think of families unable to take care of themselves and the generations that come after. You deserve to know that your money is working for you, growing, and will live longer than you do! With Goodwin Investment Advisory, we guide you along the way to make sure that you’re investing smart and building a legacy.

financial planner near Acworth, GA

Our financial planning services are built on our values of integrity, honesty, trust, responsibility, innovation and learning. Our team is carefully committed to your goals, hopes, and dreams. You will never find an advisor who will care more about you and your family. We are not just financial advisors. We are your guide, your coach, your accountability partner, and your advocate. We want nothing more than for you to achieve your financial goals!

comfortable retirement

In March 2020 only *24% of workers felt confident that they would be comfortable retiring and we want to change that, so 100% of you feel confident your money is invested right and will be there when you need it.

* Retirement Confidence Survey

peace-of-mind

Your peace-of-mind for both retirement and your short-term financial goals is very important to us. We want you to live with freedom to pursue a life full of purpose and meaning and to become the hero of your own financial story. As you are looking for a financial advisor, check out our right-fit guide to help you ask the right questions so that you find the advisor that is right for you.

the road to great financial confidence is easy

Get on a call

STEP 1

schedule free intro call

On a 15 min call and learn about your financial goals.

Meet with an advisor

STEP 2

meet in person

We’ll go more in-depth on your financial situation, have an engagement meeting, and then create a custom plan tailored for you.

Join our client family

STEP 3

grow your wealth and your peace-of-mind

Have confidence in knowing that together we will work to achieve your goals.

we aren’t just financial advisors.
we’re parents, community leaders, & entrepreneurs

We understand your goals because we share them too. This is why we never invest your money into something we do not personally invest in ourselves. We have worked with singles and families across Georgia to develop plans to reach their financial life goals and make significant financial decisions with certitude. Our custom planning process layered with full-access support from our advisors empowers our clients to live life intentionally and financially free.

Located in northwest Cobb County, Acworth is home to lakes Acworth and Allatoona, earning the nickname “The Lake City.” Lake Allatoona is the result of a dam built on the Etowah River. Residents were scared the land near the town would become a swamp as a result of it, and demanded a second dam in 1950, resulting in the new lake Acworth. The sights are now considered the two most significant tourist attractions of the city.

Like many other cities in the county, Acworth was formed after the Native American were forcibly removed from the area, per the Indian Removal Act signed by President Andrew Jackson in 1831. Joseph L. Gregg, an engineer at Western & Atlantic Railroad  named the city in 1843 after his hometown in New Hampshire. The Western & Atlantic Railroad was completed back in 1840, being one of the primary sources of jobs in the city.

Today, the city of Acworth paints a rather wholesome picture, with a picturesque downtown, and districts that seem to be a still moment in time. The historic district is filled with authentic memorabilia of the 19th century that gather many curious tourists each year especially during the summer.

Sources: Acworth Tourism, Georgia on My Mind

FAQs

Can I hire someone to help me create a retirement plan but not manage my investments?2024-03-12T13:52:23+00:00

Yes, we offer hourly paid retirement planning.

Depending on your needs and the complexity of your plan, this could range from $1,000 up to $3,000 for a comprehensive financial plan. 

How much are the fees?2024-03-19T13:35:49+00:00

Our fees are calculated based on your assets under management (AUM) with us, with a minimum of $1000 quarterly. The overall percentage 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 all of our services and team. To view our client advisory agreement, click here.

We also have hourly paid financial consulting for financial planning and does not include investment management. Click here to learn more.

What are my next steps?2024-03-12T13:51:27+00:00

The first step is to schedule an intro call. 

Next, you will have a free 60-minute consultation in our office. We prefer 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?2024-03-12T13:50:59+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 challenging 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?2024-03-19T13:28:22+00:00
  • 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 receive a significant inheritance.
  • 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 have a large amount of cash, such as after selling property or a business. 
  • You want advice on a tax planning and minimization strategy when it comes to managing your investments. 
  • You lack confidence in your current financial plan and want to know what you don’t know to help remove that uncertainty and bring security.
Why should I hire a financial advisor?2024-03-19T13:29:16+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 better returns do investors get with a financial advisor?
  • Here’s an article from the Wall Street Journal referencing a study done by Vanguard, which 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. 
Go to Top