Get your end-of-the-year planning guide

As the end of the year approaches, consider the following items that may impact your financial, tax, and estate planning goals. Download your free end-of-year planning guide below! We have collaborated with a local CPA and lawyer to compile an updated and expanded year-end checklist, guiding you as you wrap up 2025 and welcome 2026.

What does financial freedom truly mean?

It’s more than having wealth — it’s having a strategy that gives you the confidence to live life on your terms. Financial freedom is the ability to do what you want, when you want, with the people who matter most.

At Goodwin Investment Advisory, we help hard-working, values-driven families create a clear path toward financial peace, independence, and lasting generosity. Whether you’re preparing for retirement, navigating a major life transition, or simply wanting more clarity and confidence in your financial future, our advisors walk with you every step of the way.

If you’re ready to move from uncertainty to a well-designed plan you can trust, we’re here to help you take the next step toward true financial freedom. We would be delighted to discuss your retirement planning, financial goals, investment management, tax strategy, and estate planning with you. Click the link below to schedule an intro call to get started on a plan for 2026!

Disclosure – All investment carries risk, and we cannot guarantee performance or results. Past performance does not guarantee future results. GIA does not earn any compensation from any of the non-GIA links provided in these resources. GIA does not offer health insurance services or brokerage, and provides the information based on publicly available reports about the ACA subsidy changes. This may not apply to your unique situation or be appropriate for you. You should contact your health insurance broker for a detailed assessment of your specific situation. Please contact us for any questions relating to the content above, or to discuss how we can support you in your specific situation, and help you to reach your financial and personal goals.

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