Goodman Financial

Founded in 1989, Goodman Financial has over 30 years of experience in helping clients achieve their long-term financial and investment management goals. With a personalized approach, our mission is to provide best-in-class service while continuing to help clients meet their financial goals. With our team of Twenty Professionals anchored by Eight CPAs, Goodman Financial has been a friendly face CPAs trust. We know you want what is best for your clients, and we are here to provide them the financial peace of mind that they deserve. As fee-only fiduciaries, we provide these services in a tax-efficient manner, in coordination with our clients’ CPAs. Our goal is to work with you in serving your clients.

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