solidify your exit strategy with trusted guidance

It’s more than numbers, it’s your life’s work. We help you execute your plan well.

money-growth

maximize value

strategy

strategic guidance

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confidently transition

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you’ve built something great. so is now the right time?

You’ve spent decades pouring yourself into your business. Now you’re asking the questions that really matter:

Is it time to step back? To pass the reins? To finally enjoy the life I’ve worked so hard to build?

You want more time with the people you love. You want to preserve the wealth you’ve built. After years of pouring your energy into your business, it’s natural to feel stretched thin, overworked, or ready for a new chapter. The question isn’t just “Can I step away?” It’s “Am I ready for a challenge that brings more freedom, less stress, and renewed purpose?”

An exit plan isn’t an ending; it’s a doorway. A doorway to travel you’ve postponed, causes you’ve wanted to support, or hobbies you’ve dreamed of picking back up. We help business owners design a thoughtful transition so they can step into a life with more meaning, margin, and joy on their own terms.

If you’re ready to explore what that next chapter could look like, we’re here to guide the way.

your transition will be thoughtfully planned

Exit on your terms with a solid, tax-smart strategy, so you keep more of what you’ve built and avoid giving unnecessary dollars to Uncle Sam. Feel confident knowing both your business and your financial future are in good hands.

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let us help you choose the right time to exit your business with confidence

We understand how hard it is to know when it’s the right time to exit. That’s why we listen first, advise second, and stay with you through the process providing clear strategy and care to every conversation.

how to hire us

Get on a call

STEP 1

schedule your intro call

A GIA consultant will listen to your story and answer any questions you have during this free 15-minute intro call.

Meet with an advisor

STEP 2

meet with a CFP® Professional

Together with your CFP® professional, we will assess your financial situation, discuss your goals, and share how we could craft a tailored investment strategy that aligns with your aspirations and risk tolerance.

Join our client family

STEP 3

achieve financial clarity

Join our firm for unparalleled customer service, get your personalized strategy, and access to all of our services. Enjoy the peace of mind and security that comes from having clarity about your financial future.

discover why clients trust us with their finances

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

After researching many firms and interviewing several, I was impressed with the integrity, engagement, and philosophy of your team, and we wanted a supportive, creative, and family-oriented team, not to simply be a number and income source. I also looked into the SEC filings — absolutely clean, and I wanted a firm that Patti would be comfortable with when I pass, and she too took a shine to you all. Goodwin Investment Advisory has helped with getting comfortable with retirement finances and learning to spend what we’ve accumulated, and your assistance has helped ease my mind in terms of financial sustainability. You guys are always there when we need you, and we’re so thrilled to see your growth while maintaining your core, which is why whenever we find someone who is looking for financial advisement, you’re the ones we refer to.

Trent Sunde

I met Tim Goodwin through working on the board of Fellowship of Christian Athletes together, and I have been so impressed by Goodwin Investment Advisory’s knowledge of the investment portfolios and their rhythm of communication that educates us as investors. My experience started with my relationship with Tim Goodwin but has expanded to several other team members, for example Justin Peacock, and GIA’s corporate giving quarterly to the Fellowship of Christian Athletes has allowed us to greatly impact students in Cherokee County, as well as other programs to impact students with FCA. GIA is awesome, and its company growth has been an amazing growth story the past five years I have been involved as a client.

Steve Hyland

My son, David Yohan — he went to Berry College with Tim and was one of his first clients — is what first attracted me to Goodwin Investment Advisory and made me confident in my decision to work with them.

GIA helped me manage my accounts so I could enjoy life. I didn’t have to worry about my investments because I knew they would be managed professionally.

I love that GIA promotes generosity and giving. The more GIA increases my assets, the more I can give away to help others.

I am thankful for GIA and Justin Pitcock! 🙏

Dianne

I was in a period of transition and the team at Goodwin Investment Advisory was recommended by a friend, and once I met with the team it was crystal clear that this was the team that I could trust with my financial future. We both shared our stories, and these were real people and I mattered to them, and from our first meeting you guys helped me think about money differently. The two biggest challenges you helped me overcome were trust and engagement, and a holistic strategy on finances changed the way I think about money, creating a sense of financial freedom that I had not experienced. I did not want to be just another investor and wanted a true partnership, and GIA has been able to fill that need by being an advisor where relationships matter. The relationships and the fact that GIA are true fiduciaries have really made a difference, and I have come to trust in GIA and helping me to see money in a different way.

Troy

Annual financial/portfolio review meetings are just one of the many valuable benefits of being a client of Goodwin Investment Advisory. My recent review experience with Ray Brown was not only thorough, but also encouraging to know how best to plan for the future in these retirement years. He is an amazing and talented young man! Tim Goodwin, Ray Brown and Sharon Brewer are just 3 of the team of very smart and knowledgeable people who are or who have been extremely helpful in advising and guiding me to financial peace in my retirement. Additionally, Goodwin Investment Advisory’s many client communication vehicles, from weekly reports, podcasts and market updates are timely and thorough. This team is always available to assist or answer any questions or concerns, which is especially important during these days of economic uncertainty. I am grateful to be a client of this advisory team!

Cindy Rincon

Goodwin Investment Advisory (GIA) did not provide any cash or non-cash compensation in return for this client testimonial. This testimonial may not represent any other person’s experience with the firm. Past performance does not guarantee future results.

feel prepared to exit confidently

  • Navigate complex tax considerations with professional insight.

  • Clarify your goals and timeline.

  • Prepare your team for a smooth transition.

  • Protect and pass on your hard-earned legacy.

  • Explore efficient tax strategies.

  • Build a future-focused plan that fits your life.

Ready to talk about what’s next? Let’s start the conversation.

the cost of waiting

Early planning gives you something far more valuable than numbers on a balance sheet; it gives you time. Time to be present with the people you love, time to enjoy your health while you have it, and time to invest in the moments and experiences that truly matter. A thoughtful exit plan helps you step away on your terms, with less stress and more freedom to finally live the life you’ve worked so hard to build. Let us help you choose the right moment to exit well.