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dale.goods@gwnsecurities.com
(210) 966-4090

"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 individual investor should act consistently as an investor and not as a speculator."

- Ben Graham

"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

Dale Goods, CFP®, MBA

Dale Goods, CFP®, MBA

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.



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


Philosophy

Philosophy

Resources

Resources

Working Together

Working Together

Services

Services

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
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CUSTOM PLANS FOR EVERY SINGLE STAGE OF LIFE.

Let's create financial strategies tailored to your goals.

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What Matters Most

What Matters Most

Take care of loved ones with detailed estate planning.

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Financial Strategies

Financial Strategies

A sound financial roadmap is just the start.

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Life’s Milestones

Life’s Milestones

Financial advice for every situation.

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How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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You Would Rather Be...

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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Questions?

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