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justin

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.

  • 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 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.

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.

$275 an hour

5 star google rating badge

* as of 8.2022

They make you feel like you’re with family.

Joe and the GIA team have been great to work with. They go above and beyond and really make you feel
like you’re with family.

Allison Oslack

client

They have provided great personal service!

My wife and I have been using Goodwin Investment Advisory for a couple of years and we are very happy
with the service we have received from Joe and Ray. They are very knowledgeable in their field and have
provided great personal service!

Noslack

client

Their professionalism and dedication to their customers is exceptional.

My sister and I met with Joe Beckford and Ray Brown yesterday. It was a routine meeting to discuss our
loved one’s finances. We are so thankful for the financial relationship he established with GIA years ago. It has made this new stage of his life so much more seamless. They took the time to understand his
current needs and patiently explained his options to us. Their professionalism and dedication to their
customers is exceptional. We are so thankful to have GIA as we navigate this next season of our loved
one’s life.

Kori Wardlow

client

Great to work with!

Justin is great to work with, open to listening to various financial scenarios, and helping us develop a very sound retirement plan!

Steve Seibert

client

They provide excellent financial planning services in a friendly atmosphere.

I have known Tim and his team for 2 years and they provide excellent financial planning services in a
friendly atmosphere. I have recently started listening to their Money Pig Podcast as well, and it is a great resource. Their beautiful office is also in a very convenient location.

Kimberly Peacock

non-client

We made the best financial decision joining the Goodwin team.

We made the best financial decision joining the Goodwin team. Justin has been a blessing. They always
go above and beyond, exceeding expectations. They’ve helped us build a future financial plan where we
can incorporate diverse investment strategies to obtain our goals so that we can do more of the things
that we love. They’ve also been instrumental in helping us plan our business goals and even helped us
find a new accounting partner. I do not know where we would be without Justin and Goodwin Investment
Advisory. I know that we are in great hands and working with people that truly care.

Kelley Stone-Castro

client

I am so thankful that my husband and I chose Goodwin investments

I am so thankful that my husband and I chose Goodwin investments To support and lead / advise us in our Financial goals! And I’m especially thankful to be working with Justin. He not only is extremely knowledgeable, but I know that he really hears our heart and guides us in the best solutions for us

Carolyn Boldt

client

Our experience as new partners with Goodwin has been great overall!

Our experience as new partners with Goodwin has been great overall! Justin, Ray, and the whole team
have been amazing to work with. It was a very seamless process and the trust was felt right away. Look
forward to the growth!

Curtis Prusha

client

We are so thankful we found Goodwin!

We are so thankful we found Goodwin! They are a wonderful team who genuinely care about their clients.
They make you feel like family right from the start. My husband and I entrust them in helping us make the best financial decisions for our future. Joe and Ray are excellent. Thank you both and the entire Goodwin team for all you do!

Kelly Anderson

client

Everyone at GIA is very friendly and resourceful.

My wife and I became clients in January of this year. Our advisor is Joe Beckford and all the support
staff. I have been with 2 other advisors since 2000. This is the first time we ever received a
comprehensive review to include budget setting and setting strategies moving forward. Everyone at GIA
is very friendly and resourceful. We learned about Joe from my daughter who has been a client for a
while and she could not say enough about Joe. I found this wonderful relationship with Joe Beckford.
Thanks Joe and staff.

Neil Booth

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.

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