Financial guidance when you need it.

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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 are committed to reaching their personal and financial goals. Whether you’re looking for a CFP® professional to be your guide through your retirement journey or you are just looking for confidence in making a single financial decision.  Never fear, there’s no judgment here.  We’ll discuss your unique situation and goals to discover how you can best use your resources to achieve those goals.  After our initial strategy session, 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

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* latest 10 reviews as of 02.2024

Had the pleasure of having a conversation with Tara Bruce

Had the pleasure of having a conversation with Tara Bruce as a preliminary step towards working with Goodwin Investment Advisory. Good listener, knowledgeable, quick on her feet. Looking forward to next steps.

Jeffrey Hemme

non-client

I have been extremely satisfied with Tim and Joe Beckford.

I have been extremely satisfied with Tim and Joe Beckford. They are the only 2 that I have worked with, but the results speak for themselves and I am confident that they have my best interest in mind. They are easy to communicate with and to get in touch with should you need to. They are NOT robotic like so many other firms are. They Treat you like your family. What else could you look for?

Greg Butler

client

I appreciate that they take time to stop and really listen to each individual client.

I appreciate that they take time to stop and really listen to each individual client.

Stephanie Powell

client

Thankful for the knowledgeable staff, attention to detail, and exceptional customer service.

Thankful for the knowledgeable staff, attention to detail, and exceptional customer service.

Grady Bunch

non-client

Very attentive, personable, and they do a great job with my investments!

Very attentive, personable, and they do a great job with my investments!

Pam DeVictor

client

We highly recommend others to give GIA a chance to earn your business.

GIA is very customer focused. From day one when we meet Tim, he made us feel very at ease with the thought of turning out money over to a complete stranger. Tim was non pushy and really took the time to explain GIA”s philosophy on managing our money. He even offered to help us pick someone else if we didn’t want to go with GIA. However, we are really glad to have chosen GIA.
Since partnering with GIA, we have really been pleased. Everyone has been so friendly and helpful. We can’t say enough good things about the advisor we have been working with, Justin Pitcock. From his welcoming & friendly demeanor, to his actively listening to what we want and our concerns. He cares and carefully explains things so we understand. He looks at all aspects of our money, offers suggestions on tax advantages, and will even look at our company 401k’s to try and get the most for us when we get ready to retire. We highly recommend others to give GIA a chance to earn your business.

Michael Scott

client

Highly recommend!

Very professional, helpful, and thorough. Most of all, we trust them with the financial futures of ourselves and our employees. Highly recommend!

Vicki Dashley

client

GIA excels, and we highly recommend their services

Our experience with Joe Beckford has been great. He has always showed a genuine interest in understanding our financial situation and providing recommendations tailored to our specific needs. What sets GIA apart is their in-depth understanding and personalized approach, making us feel heard and valued. Notably, Joe takes the time to truly get to know us, fostering a connection that goes beyond the typical client-advisor relationship. Their responsiveness is commendable, ensuring that our questions are addressed promptly. In a world where personalized attention matters,
GIA excels, and we highly recommend their services for anyone seeking a dedicated and effective financial advisor.

Jason Verlangieri

client

Wow…..just wow.

Wow…..just wow. Thank you doesn’t cut it. Justin is truly are a gem and we can’t thank him enough for his time, advice and such thorough recap. Looking forward to the next steps and will be sure to be more collected and organized next time we see him as we know how difficult it is to try and help people who are not very well “put together”. That didn’t seem to bother Justin a bit, however. His professionalism, patience, knowledge and advice are invaluable and he and his team are incredible. We will certainly tell our friends and family how happy we are with him and Goodwin Investment Advisory.

David McPherson

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, we have more confidence going into our retirement years. We appreciated his patience and time.

Lori B

client

Goodwin Investment Advisory, LLC is an SEC Registered Investment Adviser. GIA did not provide any cash or non-cash compensation in return for these testimonials and endorsements by existing clients and potential clients. We are also not aware of any material conflicts of interest on the part of the person(s) giving the testimonial or endorsement resulting from the person’s relationship with Goodwin Investment Advisory, which could result in an 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 Justin, he will take the time to get to know you and learn about your specific needs and hear your story. Your time with Justin 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.

Each meeting with Justin will be $275.00. Not only will you be getting time with Justin, but you will be gaining access to our resources and other valuable content.

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

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