The Goff Financial Group
Trust is a popular word. You hear it frequently in the financial world, but why should you believe it? For us, it’s the essence of what we offer to our clients: Straight talk and undiluted investment advice, based solely on their best interests. It’s a claim we back up with a history of servicing our clients with an expertise in customized investment solutions. We’re committed to building your financial future. Not ours.
We provide customized investment management services based on your comfort level with risk and long-term objectives:
- Tax-efficient investment strategies for high net-worth investors
- Independent and objective investment research and advice
- Strategies for nonqualified and incentive stock options
- Investment recommendations for executive-deferred compensation plans that complement other investment accounts
- Retirement income planning
- Coordination of services with your tax and legal advisors
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.