invest with clarity
retire with confidence
protect your legacy
all of the guidance. none of the pressure.
conveniently located near Alpharetta, 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 Alpharetta, 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 find that our financial advisors truly care 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.
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
STEP 1
schedule free intro call
Reach out to us to schedule a complimentary introductory call. On this 15 minute call, we’ll discuss your financial needs and goals.
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 don’t invest your money into something we do not personally invest in ourselves. We have worked with singles and families in Alpharetta, GA 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.
Between Atlanta and the North Georgia Mountains lies Alpharetta, a charming city with a population of roughly 66,000 residents.
Alpharetta presents one of the most intriguing backstories in the region. In the 1830s, the Cherokee from the south were forced to relocate to Oklahoma, what was then called the “Indian Territory,” under the Indian Removal Act, signed by President Andrew Jackson.
Pioneers and farmers moved to the land later and reclaimed it as their own, founding today’s Alpharetta city. Its name comes from a fictional Native American girl called Alfarata, from a 19th-century favorite song “The Blue Juniata,” though others claim the city’s names is a derivation from the term ‘alpha,’ the first letter of the Greek alphabet.
Alpharetta was known as a small community up until the 1980s when it slowly began to grow. Now, it has become one of the most prosperous cities in the United States, becoming Georgia’s 12th most populated areas.
Moreover, it even received the title of “Technology City of the South” thanks to the many tech companies that were started in Alpharetta. Still, even though its economy is booming, residents here still consider Alpharetta a small town, thanks to its tightly-knit community.
Source: The City of Alpharetta, Wikipedia
FAQs
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.
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.
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.
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!
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.
- 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.
- 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.
