Financial guidance when you need it.

Get financial planning and coaching by the hour in Woodstock, GA. Schedule your free consultation today.

get out of debt

start your investment journey

confidence in your retirement

You want to invest your money, but you’re just starting out? That’s OK!

Work with Reid Trego, a Dave Ramsey Certified Master Coach in Woodstock, GA, to help you get started with your investments. He will help you look at your investments, ensure you are investing your money properly, and be there for you when you need him.

  • Do you need help getting out of debt?

  • Do you want help making financial decisions?
  • Do you need help reaching your financial goals?
  • Do you want help knowing what to invest in?
  • Do you need a guide to help you navigate a specific financial situation?
  • Are you looking for confidence in your retirement plan?

Guidance and confidence for your financial plan.

You don’t have to be a financial expert to invest money; you just need to work with someone who is.

Planning out your financial future on your own can feel overwhelming. We’re here to help.

We know your financial situation is unique to you and that you deserve specific solutions made just for you. We understand that money is emotional and that these decisions can be difficult. We are here to help you reach your goals when you are ready. For almost two decades, Goodwin Investment Advisory has helped hundreds of families achieve confidence, knowing their investment portfolio will be invested right and be there when they need it. Our mission is to see you have financial peace, independence, and generosity.

A quick message from Reid…

Here at GIA, I work with clients who want to make sure they are on the right path to reach their personal and financial goals. Many of my clients are starting out in their 20s and 30s, and they want to make sure they are setting good savings habits to reach their first $100,000 – or maybe their first million, while some of my other clients are in their 40s and 50s and afraid they may be starting to save too late.  Never fear, there’s no judgment here.  I’ll just help you make the next right decision for you.  Then once we meet, we’ll decide if we should reconvene in 30 days, 60 days or maybe 6 months…it all depends on you.

Three simple steps to getting your financial questions answered.

STEP 1

Schedule your free consult with Reid Trego

We’ll take a look at your present financial circumstances and figure out what you need to do to realize your goals. Whether you’re just starting out or nearing retirement, we can provide the guidance you need to make smart financial decisions.

STEP 2

Meet – in person or virtually – to discuss your financial goals

We’ll provide you with a roadmap to follow so you can make the most of your money and achieve your financial goals. Get one-on-one help to navigate the complexities of the financial world and create a personalized plan that’s tailored to your unique needs.

STEP 3

Be assured your financial plan is on the right track

As your life changes, so do your financial goals. We’ll review your plan with you as you need it to make sure it still makes sense for where you are in life. And we’re always happy to advise on adjustments as needed to keep you on track.

You’re working hard to get your finances in order, and we want to help, no matter what stage you are in.

Goodwin Investment Advisory is here to provide you with the personal financial  advice you need to make sound investment decisions. We’ll work with you one-on-one to create a plan that fits your unique needs and helps you reach your financial goals.

Get hourly financial planning that works best for your needs.

Purchase a consulting package or pay as you go.

Existing client meeting

$195

  • 60 –minute meeting with Reid

New client meeting

$295

  • First meeting – 60 minutes with follow up
  • Guide to your first 100,000 with 12 checkpoints
  • Copy of , “Exponential Wealth” – creating sustainable income for life

6 month package

$950(25% off)

  • First meeting 60-90 minutes with follow up
  • 5 more 60 minute meetings over the next 6 months
  • Guide to your first $100,000 with 12 checkpoints
  • Copy of Tim Goodwin’s book Exponential Wealth – creating sustainable income for life.
5 star google rating badge

* as of 8.2022

GIA has advised my family and I for 10+ years.

GIA has advised my family and I for 10+ years. Trustworthy people that don’t take shortcuts and know what they are talking about. Shoutout to Tim and Ray for the consultation and advice along the way!

JD White (client)

Great people that take the time and effort to make you feel like you are important to them.

Great people that take the time and effort to make you feel like you are important to them. Formed a great partnership.

Joe Englert (client)

Goodwin Investment Advisory is outstanding and dedicated to your investment needs.

Goodwin Investment Advisory is outstanding and dedicated to your investment needs. Working with Justin and Ray was a pleasant experience. They are dedicated and the overall experience including
setup left no questions unanswered. If you want to feel like you are part of a family choose Goodwin Investment Advisory for your investment and retirement needs.

Steve Mainieri (client)

We HIGHLY recommend Goodwin Investment Advisory!

We HIGHLY recommend Goodwin Investment Advisory! They are very professional and offer insightful advice. After meeting with Joe and Rory, we have more confidence going into our retirement years. We appreciated their patience and time.

Lori B (client)

They are all absolutely amazing and always go above and beyond to help!

When I first started looking for a financial advisor, I have to say I was cautious and really took my time finding someone. I wanted to be sure to find someone I felt that would always be honest, trustworthy and have my best interest at heart. Thanks to Dave Ramsey’s referral and his advice on the importance of finding a fiduciary that I could trust, I was introduced to Justin at GIA. From the moment I met him he has ALWAYS brought me so much comfort, peace of mind and confidence on a subject that I’m not the most knowledgeable about. He’s so patient, kind and understanding of the many questions I always have. I could not recommend anyone I would trust more with my investments and future than Justin and the entire team at Goodwin. They are all absolutely amazing and always go above and beyond to help! Thankful I met Justin and I love knowing I am always in good hands!!

Brenda Vlach (client)

The entire team is amazing.

GIA is wonderful, Joe makes you feel valued and welcome. They take the time to answer all questions and guide you through making the best decisions to meet your personal needs. I am grateful for the referral. The entire team is amazing.

Dr. Andrea Fjeldahl (client)

They are absolutely a 5+ star company.

Tim Goodwin and Team GIA are Christian based, knowledgeable, trustworthy and personable. They are absolutely a 5+ star company.

Channa Fleming (client)

They are a no pressure financial advisor with strong values!

We are office park neighbors with GIA, they’re a welcoming and fun company. They are a no pressure financial advisor with strong values!

Eric Ritland (community)

Very helpful

Easy to work with and Informative

John Trane (client/family)

We couldn’t be in better hands.

With the current downturn in the economy this year, we decided to sit down with our CFP Joe Beckford for an investment review. Our past years with Tim Goodwin and GIA associates have always provided us excellent advice and always proven to enhance our portfolio. Our one meeting with Joe turned into 3, all strategically helpful. We reviewed our current portfolio, our monthly budget, and our future needs. The bottom line – we’re in good shape, and we owe that to our own good stewardship and GIA keeping our investments up-to-date and relevant. Thank you, Joe Beckford and GIA Asdociates for your time, guidance, and expertise. We couldn’t be in better hands.

Kathyrn Buchanan (client)

“Goodwin Investment Advisory, LLC is an SEC registered Investment Adviser.  This testimonial was given by a current client, and was not compensated with cash, or non-cash compensation, for the testimonial. There are no material conflicts of interest on the part of the person(s) giving the testimonial resulting from the person’s relationship with Goodwin Investment Advisory, therefore has no incentive to recommend the adviser.”

Can’t I just do this by myself?

Using an hourly financial planner can be an extremely valuable tool for achieving your financial goals. A good planner will work with you one-on-one to help you understand your current financial situation, develop realistic and achievable goals, and create a plan to help you reach those goals. They can also provide valuable guidance and advice as your life circumstances change, ensuring that your financial plan is always on the right track.

Bottom line – working with a financial planner can save you time, money, and stress. If you’re serious about achieving your financial goals, consulting with a professional financial advisor is a smart choice. We’ll help you get on the right path to reaching your financial goals and make the most of your money. Check out our blog, “Does hiring a Financial Advisor add value?”

faq

First, schedule an intro call with Reid, he will take the time to get to know you and learn about your specific needs and hear your story. Your time with Reid will be dedicated to bringing clarity and getting a plan and some action steps in place. If you have not set up an intro call yet, please schedule a brief call here.

The first meeting will be $295.00. Then you can schedule subsequent meetings anytime after that for $195.00/ hour. Not only will you be getting time with Reid, but you will be gaining access to our resources and other valuable content. You can also purchase a package deal of 6 meetings for $950, which is 25% off if you pay in full and complete the meetings in 6 months.

Schedule an intro call first with our Consultant so when you meet with Reid you will be ready to start tackling your problems with clear solutions and strategy.

Right fit guide

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