# Investment Advisory Services \| Goodwin Investment Advisory: you can experience confidence and security in your financial plan guided by a team your family can trust > CFP® advisors near Woodstock, GA helping you plan retirement, taxes, and investments with confidence\. Schedule a free intro call today\. Generated by Yoast SEO v28.0, this is an llms.txt file, meant for consumption by LLMs. ## Pages - [Financial Advisor \- Cumming, GA](https://www.goodwininvestment.com/financial-advisor-cumming-ga/) - [Financial Advisor \- Marietta, GA](https://www.goodwininvestment.com/financial-advisor-marietta-ga/) - [Goodwin Investment Advisory](https://www.goodwininvestment.com/) - [The Seven Secrets of “Happy” Millionaires](https://www.goodwininvestment.com/7secrets/) - [The Tax\-Wise Wealth Blueprint](https://www.goodwininvestment.com/the-tax-wise-wealth-blueprint/) - [Contact Us](https://www.goodwininvestment.com/contact-us/) - [Our mission](https://www.goodwininvestment.com/our-mission/) - [Retirement Planning](https://www.goodwininvestment.com/services/retirement-planning/) - [Financial Advisor \- Big Canoe, GA](https://www.goodwininvestment.com/financial-big-canoe-ga/) - [Investment Management](https://www.goodwininvestment.com/services/investment-management/) - [Hourly Financial Consulting](https://www.goodwininvestment.com/services/hourly-financial-consulting/) - [Financial Advisor \- Woodstock, GA](https://www.goodwininvestment.com/financial-advisor-woodstock-ga/) - [Tax Planning](https://www.goodwininvestment.com/services/tax-planning/) - [Don’t Leave Money on the Table: Maximize Your Business Exit Value](https://www.goodwininvestment.com/services/business-exit-strategy/) - [Services and benefits](https://www.goodwininvestment.com/services-and-benefits/) - [Specialized Services](https://www.goodwininvestment.com/services/specialized-services/) - [Estate Planning](https://www.goodwininvestment.com/services/estate-planning/) - [Financial Planning](https://www.goodwininvestment.com/services/financial-planning/) - [Financial Advisor \- Roswell, GA](https://www.goodwininvestment.com/financial-advisor-roswell-ga/) - [Financial Advisor \- Milton, GA](https://www.goodwininvestment.com/financial-advisor-milton-ga/) - [Financial Advisor \- Jasper, GA](https://www.goodwininvestment.com/financial-advisor-jasper-ga/) - [Financial Advisor \- Ellijay, GA](https://www.goodwininvestment.com/financial-advisor-ellijay-ga/) - [Financial Advisor \- Canton, GA](https://www.goodwininvestment.com/financial-advisor-canton-ga/) - [Financial Advisor \- Ball Ground, GA](https://www.goodwininvestment.com/financial-advisor-ball-ground-ga/) - [Financial Advisor \- Alpharetta, GA](https://www.goodwininvestment.com/financial-advisor-alpharetta-ga/) - [Financial Advisor \- Acworth, GA](https://www.goodwininvestment.com/financial-advisor-acworth-ga/) - [Retirement Workshop](https://www.goodwininvestment.com/services/retirement-workshop/) ## Posts - [Weekly Market Updates \- July 7, 2026](https://www.goodwininvestment.com/weekly-market-updates-july-7-2026/) - [Monthly Insider – July, 2026](https://www.goodwininvestment.com/monthly-insider-july-2026/) - [Weekly Market Updates \- July 13, 2026](https://www.goodwininvestment.com/weekly-market-updates-july-13-2026/) - [Episode 119 \- Financial Freedom Reimagined\- Happy 250th USA](https://www.goodwininvestment.com/episode-119-financial-freedom-reimagined-happy-250th-usa/) - [Episode 114 \- You Don’t Need More Advice — You Need This](https://www.goodwininvestment.com/you-dont-need-more-advice-you-need-this/) ## Goodwin Guides - [divorce financial planning checklist](https://www.goodwininvestment.com/goodwin-guides/2026-divorce-financial-planning-checklist/): What issues should you consider if you are going through a divorce? Click below to download our divorce planning checklist\. - [navigating a sudden wealth event](https://www.goodwininvestment.com/goodwin-guides/navigating-a-sudden-wealth-event/): Our guide, “Navigating a Sudden Wealth Event,” can help you move from uncertainty to clarity\. Learn how to slow down, make thoughtful decisions, and turn a financial windfall into lasting peace of mind that is aligned with your values, goals, and legacy\. - [an investor’s guide to your first $100,000 in investable assets](https://www.goodwininvestment.com/goodwin-guides/an-investors-guide-to-your-first-100000-in-investable-assets/): Please read the guide and download the printable roadmap and checklist that goes with it to help you pay off debt, save, and begin investing with a goal in mind\. Use this tool to reach your first $100,000 in investable assets\. - [what issues should you consider if your spouse passes away?](https://www.goodwininvestment.com/goodwin-guides/what-issues-should-you-consider-if-your-spouse-passes-away/): We realize that the loss of a spouse can be so difficult and you need time to grieve\. The grieving process can make it difficult to deal with the long list of to\-dos, especially alone\. When it comes to finances, you might not have been the one to handle the money decisions\. This could make the list of to\-dos seem even more overwhelming\. We wanted to provide a list of things to consider that could be helpful to you at this time\. You can download the free checklist below\. - [7 secrets to a happy retirement](https://www.goodwininvestment.com/goodwin-guides/7-secrets-to-planning-for-your-happy-retirement/): Retirement is a significant milestone in life, and proper financial planning is crucial to ensure a happy and secure retirement\. If you are over 55 years old with over $300,000 in investable assets and are asking yourself, “Can I retire?” This guide is here to help you gain confidence, peace of mind, and a sense of security\. Following these steps, you can assess your financial situation, set achievable retirement goals, and determine if you are ready to retire\. ## FAQs - [How does GIA use AI in day\-to\-day business?](https://www.goodwininvestment.com/faq-items/how-does-gia-use-ai-in-day-to-day-business/) - [How much are the fees?](https://www.goodwininvestment.com/faq-items/how-much-are-the-fees/) - [What are my next steps?](https://www.goodwininvestment.com/faq-items/what-are-my-next-steps/) - [Why should I hire a financial advisor?](https://www.goodwininvestment.com/faq-items/why-should-i-hire-a-financial-advisor/) - [When is the best time to hire a financial advisor?](https://www.goodwininvestment.com/faq-items/when-is-the-best-time-to-hire-a-financial-advisor/) ## Avada Slides - [Tax\-savvy investing](https://www.goodwininvestment.com/slide/4209-2/) - [Passing wealth wisely](https://www.goodwininvestment.com/slide/passing-wealth-wisely/) - [Giving with purpose](https://www.goodwininvestment.com/slide/giving-with-purpose/) - [Retirement income](https://www.goodwininvestment.com/slide/retirement-income/) - [Work \& business income](https://www.goodwininvestment.com/slide/work-business-income/) ## Categories - [market updates](https://www.goodwininvestment.com/category/market-updates/) - [uncategorized](https://www.goodwininvestment.com/category/uncategorized/) - [podcasts](https://www.goodwininvestment.com/category/podcasts/) - [retirement \+ investing](https://www.goodwininvestment.com/category/retirement-investing/) - [best practices](https://www.goodwininvestment.com/category/best-practices/) ## Tags - [money](https://www.goodwininvestment.com/tag/money/) - [family](https://www.goodwininvestment.com/tag/family/) - [retirement](https://www.goodwininvestment.com/tag/retirement/) - [couples](https://www.goodwininvestment.com/tag/couples/) - [testimonials](https://www.goodwininvestment.com/tag/testimonials/) ## Section Category - [page\_title\_bar](https://www.goodwininvestment.com/fusion_tb_category/page_title_bar/) - [content](https://www.goodwininvestment.com/fusion_tb_category/content/) - [footer](https://www.goodwininvestment.com/fusion_tb_category/footer/) - [header](https://www.goodwininvestment.com/fusion_tb_category/header/) ## Goodwin Guides Categories - [retirement and investing](https://www.goodwininvestment.com/goodwin-guides-category/retirement-and-investing/) - [financial planning](https://www.goodwininvestment.com/goodwin-guides-category/financial-planning/) - [life transitions](https://www.goodwininvestment.com/goodwin-guides-category/life-transitions/) - [family](https://www.goodwininvestment.com/goodwin-guides-category/family/) - [taxes](https://www.goodwininvestment.com/goodwin-guides-category/taxes/) ## FAQ Categories - [homepage faq](https://www.goodwininvestment.com/faq_category/homepage-faq/) ## Category - [sections](https://www.goodwininvestment.com/element_category/sections/) - [elements](https://www.goodwininvestment.com/element_category/elements/) - [columns](https://www.goodwininvestment.com/element_category/columns/) - [post\_cards](https://www.goodwininvestment.com/element_category/post_cards/) ## Avada Sliders - [Retirement slider](https://www.goodwininvestment.com/slide-page/retirement-slider/) - [Homepage slider](https://www.goodwininvestment.com/slide-page/homepage-slider/) - [Tax slider](https://www.goodwininvestment.com/slide-page/tax-slider/) ## Optional - [Sitemap index](https://www.goodwininvestment.com/sitemap_index.xml)