do you need a financial advisor (near me) in Cumming, 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 Cumming, 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?

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financial planning

all of the guidance. none of the pressure.
conveniently located near Cumming, 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.

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financial planner near Cumming, 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.

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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.

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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.

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Located in Forsyth County, Cumming is an exurban city and a part of the Atlanta Metropolitan area. The completion of Georgia 400 makes Cumming a commuter town with a population of 6,500.

The town of Cumming was formed in 1833 from two 40-acre land lots that were issued as a part of the Georgia State Land Lottery in 1832. The two lots were purchased by a couple of Forsyth County Interior Court justices who deemed it necessary to have a seat of government to conduct county business. In 2002, the Cumming City Hall opened and hosts the City Council Chambers and administrative offices of several city departments.

Cumming is known for the excitement surrounding its fairgrounds. Hosting a large variety of events each year, the antique car shows and the annual Cumming County Fair & Festival always have a big turnout. The fairground includes a quarter-midget race track, historic villages, and a covered arena.

Lake Lanier is popular getaway spot off exit 14 in Cumming. You will find local hotels, shopping centers, and boat/RV storage locations. Many venture to Lake Lanier to soak up the sun at the beach. Nearly 700 miles of shoreline spread over 38,000 acres, making Lanier the largest lake in Georgia.

The City of Cumming is a community filled with vibrant life and rich history.

Sources: https://www.cityofcumming.net/

https://www.cityofcumming.net/