FINANCIAL CONSULTING
Effective investment planning is a crucial aspect of managing financial affairs, and it is often advisable to seek the help of a professional financial advisor to ensure the best possible outcomes.
At Goddyn and Associates, we understand that some clients may prefer to handle their own investments, including self-directed trading accounts and ETFs. Yet we all need reassurance sometimes and it’s always a good idea to seek a second opinion before making big financial decisions.
That’s where we come in.
Our team can provide you personalized, expert guidance on financial matters even if you choose to handle your own investments. With our extensive knowledge and experience in the field, we can help you navigate the complexities of financial planning and make informed decisions for your future.
At Goddyn Financial, we understand that every client’s financial situation is unique. Our financial consulting services are designed to provide you with personalized advice and solutions tailored to your needs. We offer two flexible options for how we get paid, allowing you to choose the best fit for your situation.
1. Free Service When We Place Business
We offer comprehensive financial consulting at no cost to you when you choose to implement our recommendations through the financial products and services we suggest. Here’s how it works:
- No Upfront Costs: You receive our expert advice and planning services without any initial fees.
- Commission-Based: We are compensated by the financial institutions for the products and services you decide to purchase.
- Ongoing Support: You continue to receive our guidance and support as long as you hold the financial products through us.
Benefits:
- No out-of-pocket expenses.
- Access to a wide range of financial products.
- Continuous support and advice.
2. Fee for Advice
For clients who prefer a fee-for-service model, we offer a transparent fee-based option. This allows you to benefit from our expert advice and services without any obligation to purchase specific financial products.
For those interested in seeking our Financial Consultant advice, our hourly rate is $250.
- Tailored Advice: Pay only for the time and expertise you need.
- No Product Purchase Required: You are not obligated to purchase any financial products through us.
- Clear Fee Structure: Our fees are straightforward and transparent, ensuring you know exactly what you are paying for.
Benefits:
- Flexibility to choose any financial products, regardless of provider.
- Clear, upfront costs with no hidden fees.
Why Choose Goddyn Financial?
Choosing the right financial consulting service is crucial to achieving your financial goals. At Goddyn Financial, we pride ourselves on offering:
- Personalized Solutions: Tailored advice based on your unique financial situation and goals.
- Expertise and Experience: Our team has extensive knowledge and experience in financial planning and consulting.
- Ongoing Support: Whether you choose our free service or fee-for-advice option, we are committed to providing ongoing support and guidance.
To schedule a complimentary 15 min consultation to discuss if this is the right fit for you please click here. https://calendly.com/
To schedule your a full meeting and discuss how we can assist you in achieving your financial goals please click here. https://calendly.com/
Please note that the advice and information provided by Goddyn and Associates as a financial consultant are for general informational purposes only and are not intended as investment, legal, accounting, or tax advice. Additionally, past performance is not indicative of future results. Investing in securities and other financial products, including ETFs, involves risk and may not be suitable for all investors. The value of your investment may fluctuate, and you may gain or lose money. Therefore, conducting your research and considering your risk tolerance when making investment decisions is essential.
QUESTIONS? Contact us Today!
Feeling a bit overwhelmed? We’re here to help you plan for your future, so you can save for tomorrow while minimizing the amount of taxes you have to pay on your gains! Give us a call or contact us online to get started.