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

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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
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.
Learn More
Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.
Learn More

Questions?

Our Experienced Team Can Help!

SCHEDULE AN APPOINTMENT
Thank you!
Oops!