Goodman Wealth Management

Welcome to Goodman Wealth Management, where we strive to enhance the lives of our clients by providing comprehensive financial planning and investment management services. Our company is built on the belief that a strong relationship with a financial representative is crucial in navigating the ever-changing investment landscape. We are committed to understanding our clients' unique needs and objectives, and to offering them a broad range of high-quality, non-proprietary investment choices.

Our owner, Chad Goodman, is a CERTIFIED FINANCIAL PLANNER professional and LPL Financial Advisor. Chad has a strong financial background, having earned a Bachelor of Science in Accounting and a Masters of Professional Accountancy from Western Kentucky University. He has over a decade of experience in the hospitality industry, where he honed his leadership and customer service skills. In 2006, Chad decided to make a career change and pursue his passion for financial planning. He began working for Edward Jones, and in 2010, he established Goodman Wealth Management as an independent financial advisory practice affiliated with LPL Financial.

Our Services

At Goodman Wealth Management, we offer a wide range of services designed to help our clients build and protect their wealth. Our services include:

• Managed Asset Plans: Our professional fee-based portfolio management services are designed to help clients achieve their long-term financial goals. We use a disciplined approach to investment management, combining rigorous research and proven strategies to create diversified portfolios tailored to each client's risk tolerance and time horizon.
• Estate Planning: We work with clients to preserve their wealth from generation to generation. We help them develop strategies to minimize taxes, avoid probate, and ensure that their assets are distributed according to their wishes.
• Long-Term Health Care Planning: We help clients plan for the potential costs of long-term health care, which can be a significant burden for individuals and families. We provide guidance on selecting the right insurance policies and other strategies to protect their assets and maintain their lifestyle.
• College Planning: We help parents and grandparents plan for the cost of higher education. We provide guidance on saving strategies, investment options, and financial aid opportunities to help make college more affordable.
• Insurance Planning: We help clients protect their families and businesses with appropriate levels of life, disability, and long-term care insurance. We work with top-rated insurance companies to provide clients with competitive pricing and comprehensive coverage.

Our Commitment

At Goodman Wealth Management, we are committed to providing exceptional service and guidance to our clients. We believe that financial planning is a lifelong process, and we strive to build long-term relationships based on trust, transparency, and mutual respect. We are dedicated to helping our clients achieve their financial and personal goals, and we are grateful for the opportunity to serve them.