Fiduciary, CFP® Professional Wealth Advisors | est. 2004
As the end of the year approaches, consider the following items that may impact your financial, tax planning, and estate planning goals. The guide was made with our team of advisors, a CPA, and an estate planner. It highlights the importance of tax planning, maximizing employee benefits, understanding capital gains distributions, utilizing donor-advised funds for charitable giving, and managing medical expenses.
Goodwin Investment Advisory and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Goodwin Investment Advisory maintains clients. Goodwin Investment Advisory may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Goodwin Investment Advisory’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Goodwin Investment Advisory’s website on the Internet should not be construed by any consumer and/or prospective client as Goodwin Investment Advisory’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Goodwin Investment Advisory with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Goodwin Investment Advisory, please contact the SEC, FINRA or the state securities regulators for those states in which Goodwin Investment Advisory maintains a filing.
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Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (Including the investments and/or investment strategies recommended or undertaken by Goodwin Investment Advisory) made reference to directly or indirectly by Goodwin Investment Advisory in its website, or indirectly by a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio.
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