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 Justin Pitcock, CERTIFIED FINANCIAL PLANNER ™ Professional and one of our Wealth Advisors 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.
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 Justin…
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
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 – 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.
Get hourly financial planning that works best for your needs.
$275 an hour
* as of 8.2022
“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?”