What We Do

To achieve your financial goals you need a process.


Project Goals

Where you want to be

  • Education
  • Retirement
  • Future Plans

Our planning process can help you towards your financial goals.

We start by helping you identify your goals and evaluate where you are relative to those goals. We evaluate your options and recommend strategies to get you where you want to be.


Evaluate Assets

What you have

  • Investments
  • Accounts
  • Real Estate


Gap Analysis

What you need

  • Managing cash flow
  • Insurance
  • Asset allocation
  • Savings plans
  • Tax strategies
  • Annuities options
  • Risk tolerance


Provide Options

How to get there

  • Detailed recommendations
  • Comprehensive written report
  • Private financial web page


Implement Strategies

Activate the plan

  • Asset allocation
  • Tax strategies
  • Estate planning techniques

We don’t stop there.

We help you implement the recommendations. Then, we continually monitor your financial situation to ensure you remain on track to achieve your financial dreams.

Your goals remain the centerpiece of our recommendations and strategies.


Monitor Plan

Optimize to achieve goals

  • Performance thresholds
  • Automated alarms
  • Periodic evaluation

Want to keep reading? Head to the next page to learn more about how we do it.

Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Good Wealth Management and Private Advisor Group are separate entities from LPL Financial.
Securities Offered Through LPL Financial Member FINRA / SIPC.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.