We had a relationship with Joanna Billy through our daughter and Berry College, and when we set an appointment with Tim, he was prepared, planned, and honest with his guidance. I did not like finance, but he presented strategies simply and clearly, and Goodwin Investment Advisory helped us by being creative with our finances and introducing us to a great accountant. Tim gained a great team during this time, and they provided simple, clear explanations and patience with all my questions. All of the staff are prepared to help, encourage, and seek an answer, and I have total confidence and trust that our retirement will be enjoyable because of GIA. GIA goes beyond the finance strategies — they have heart and see your need.

Gene and Danita Reeves

By Published On: March 31st, 2026

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