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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

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

- Warren Buffett

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.

<p>The Cycle of Investing</p>
Understanding the cycle of investing may help you avoid easy pitfalls.



Goods Financial Services, LLC and Dale Goods, CFP®, MBA are a part of Dave Ramsey's SmartVestor Pro network

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Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
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What Smart Investors Know

Smart 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.

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&#8217;s Milestones

Life’s Milestones

Financial advice for every situation.

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<p>Red Flags for Tax Auditors</p>

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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<p>A Taxing Story: Capital Gains and Losses</p>

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
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