Goodman Financial Corporation Money Management Financial Advisor Philanthropy

As a Financial Advisor (cont'd)

Additionally, we have the expertise to assist our clients in the following areas:

• Employee Stock Option Strategies
• Retirement Income and Needs ooAnalysis
• Estate Planning Vehicles – Family ooLimited Partnerships and Trusts
• Individual 401(k)s
• Tax Efficient Management of ooAccounts
• Net Unrealized Appreciation (NUA) ooStrategies
• Education Savings Analysis

Our team is very responsive in assisting clients in these areas when the need arises.

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