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.
As Financial Consultants, our team can offer you a second opinion on a wide range of financial services, such as your budgeting, saving for large purchases, retirement planning, investing, estate planning and mortgage planning. We take the time to understand your needs and provide unbiased advice based on your specific circumstances.
Even if you have you been working with another advisor, we are happy to work with you to provide a second opinion and ensure that you are on the right track to reach your financial goals.
For those interested in seeking our Financial Consultant advice, our hourly rate is $250 plus GST.
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.