Helping you plan a bright future!
Helping you plan a bright future!
I am giving back after a career as a Chief Financial Officer
I retired after over 45 years of diverse and practical financial analysis, reporting and accounting experience working for both large and small public and private companies. Relevant experience includes: 20 years as an active Trustee and fiduciary for a pension trust fund with an investment portfolio of $1.5B; establishing and monitoring 401(k) plans; and providing employee benefit education.
To start, there is no fee or cost for my services. Every person & family is unique, so we will begin with a discussion of your concerns and financial goals and develop a plan together.
I am a fiduciary, which means I always act in your best interest only. I have the education/training necessary to guide your financial future. And you can count on unbiased recommendations and impartial guidance.
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should review your plans every year, or before any major life transition or decision.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
MichaelGoodFinancial
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