Broker Check
SCHEDULE AN APPOINTMENT
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

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.
Learn More

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
Learn More

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
Learn More

CUSTOM PLANS FOR EVERY SINGLE STAGE OF LIFE.

Let's create financial strategies tailored to your goals.

SCHEDULE AN APPOINTMENT
What Matters Most

What Matters Most

Take care of loved ones with detailed estate planning.

Learn more
Financial Strategies

Financial Strategies

A sound financial roadmap is just the start.

Learn more
Life’s Milestones

Life’s Milestones

Financial advice for every situation.

Learn more
What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.
Learn More
The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.
Learn More

Questions?

Our Experienced Team Can Help!

SCHEDULE AN APPOINTMENT
Thank you!
Oops!