Your trust is our tradition
Our Story
At the Goff Financial Group, we pride ourselves on being fee-only financial advisors, committed to providing unbiased, objective advice to our clients. We believe that trust is the foundation of any successful partnership, which is why we are transparent in our approach and dedicated to serving our clients' best interests.
Our Approach
We take a personalized approach to wealth management, customizing our services to meet the unique needs and goals of each client. Our team of experienced professionals works closely with our clients to understand their financial objectives, risk tolerance, and time horizon. We then develop a comprehensive financial plan, tailored to their individual circumstances, to help them achieve their goals.
Who We Help
At the Goff Financial Group, we serve a diverse range of clients, including energy sector employees and retirees, individuals, and couples. We understand the specific needs and challenges that come with being part of the energy industry and have built a reputation for delivering tailored solutions to help our clients achieve their financial goals.
Our Services
We offer a range of services designed to help our clients achieve their financial objectives, including:
- Tax-Efficient Investment Strategies: We help our clients develop tax-efficient investment strategies to maximize their returns and minimize their tax liabilities.
- Objective Investment Research and Advice: Our team of experienced professionals provides unbiased investment research and advice to help our clients make informed decisions about their investments.
- Strategies for Non-Qualified and Incentive Stock Options: We help our clients navigate the complexities of non-qualified and incentive stock options, ensuring they are making the most of their benefits.
- Investment Recommendations for Executive-Deferred Compensation Plans: Our team provides expert advice on executive-deferred compensation plans, helping our clients make the most of their retirement savings.
- Retirement Income Planning: We help our clients plan for a secure and sustainable retirement income, drawing on our expertise in investment management and retirement planning.
Our History
The Goff Financial Group was founded over 25 years ago with a commitment to providing long-term, objective financial advice. We have built our reputation on a foundation of transparency, integrity, and dedication to our clients' best interests. As a fee-only financial advisor, we do not receive any commissions or fees from financial products, ensuring our advice is always unbiased and in our clients' best interests.
Overall Experience
The reviewers at The Goff Financial Group have consistently praised the organization for its excellent services, professionalism, and long-term approach to investment management. They highlight the team's ability to provide great advice, maintain a level perspective during market swings, and deliver strong results.
Personalized Attention
Reviewers have commended the group for its personalized service, with Mr. Geoff and Matt Goff being specifically mentioned for their expertise and guidance. Clients appreciate the responsive, professional, and thorough approach to their investments.
Long-term Approach
The Goff Financial Group is praised for its long-term approach to investment management, which allows clients to feel reassured during market fluctuations. Reviewers note that this approach has yielded positive results for them.
Reputation and Trust
The organization's reputation and trustworthiness are also highlighted, with one reviewer mentioning that they have been a loyal client for over 20 years. This long-term commitment is seen as a testament to the group's dedication to its clients.
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