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"Someone is sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett.

"Buy when everyone else is selling and hold until everyone else is buying. That’s not just a catchy slogan. It’s the very essence of successful investing."

- J. Paul Getty

"The habit of saving is itself an education; it fosters every virtue, teaches self-denial, cultivates the sense of order, trains to forethought, and so broadens the mind."

- T.T. Munger

“We never want to count on the kindness of strangers in order to meet tomorrow’s obligations. When forced to choose, I will not trade even a night’s sleep for the chance of extra profits.”

- Warren Buffett

"Today people who hold cash equivalents feel comfortable. They shouldn’t. They have opted for a terrible long-term asset, one that pays virtually nothing and is certain to depreciate in value."
- Warren Buffett

Dale Goods, CFP®, MBA

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Goods Financial Services | Dale Goods, CFP®, MBA is a SmartVestor Pro with the Dave Ramsey program.

INSURANCE PLANNING

While many know me for financial advising, I also help with life insurance planning. It’s one of those things that’s easy to put on the back burner, but having the right coverage in place can make a meaningful difference for the people you love most.

If it’s been on your mind — or even if it hasn’t — I’m always here to answer questions or walk through your options. I’ve included a link if you’d like to explore quotes on your own. And if you’d prefer a more personal conversation, feel free to reach out and we’ll find a time that works best for you. As always, I’m here as a resource — no pressure, just here to help.

Ready to explore your options? Click the link below to get a life insurance quote, and I’m always here if you’d like to talk through your choices. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Philosophy

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Working Together

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CUSTOM PLANS FOR EVERY SINGLE STAGE OF LIFE.

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Building Your Future: Investments, Retirement, and Beyond

What Matters Most

Take care of loved ones with detailed estate planning.

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Financial Strategies

A financial roadmap is just the start.

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Life’s Milestones

Financial advice for every situation.

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Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.