Bill Goodwin

Bill Goodwin M.Ed. CFP knows that a good pilot will get you to your selected destination, on time and safely. There could be turbulence along the way, but in following the correct flight path, you will arrive where you need to be when you need to be there. He uses the same approach to financial planning to ensure that you do not get blown off course in midstream or lose focus on your personal goals. By tailoring your objectives and time horizon to your asset allocation mix as well as committing to maintain up to date appropriate knowledge, Bill, a Certified Financial Planner, is able to take you to the next level, within your comfort level.

His areas of expertise include the particular individual or group insurance needs of self-employed business people, inter-generational wealth transfer, wealth accumulation, appropriate insurance protection as well as educational planning.

Contact Bill today for your no obligation consultation.

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