As
a Financial Advisor
Goodman Financial Corporation assists clients in dealing with complex
issues so they can achieve their financial goals. Our highly credentialed
staff has over 70 years of combined experience in the areas of financial
planning, investment management and tax planning.
As a hybrid between a financial advisory firm and a money management
firm we manage assets of our clients directly, as opposed to introducing
another layer of fees for either third-party managers or mutual
funds.
We have experience serving a variety of different clients including:
•
Private Individuals
• Individual Retirement Accounts
• Family Limited Partnerships
• Foundations
• Trusts
• Endowments
• Non-Profit Associations
• Pension Plans
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