Invest with Clarity
Financial Upstream Visibility
Protect your Legacy
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.
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.
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
On a 15 min call and learn about your financial 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 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 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/
FAQs
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 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.
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!
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.
- 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.
- 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.