An Independent Financial Advisor Of GWN Securities

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Here’s a quick guide to checking to see if you have unclaimed money.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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Keeping the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the diversity of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most current methods available.

ABOUT YOUR ADVISORS:

Dale Goods, CFP®, MBA

CERTIFIED FINANCIAL PLANNER™ Professional

(210) 966-4090

(210) 791-6935

dale.goods@gwnsecurities.com

Veteran and CERTIFIED FINANCIAL PLANNER™ professional. I help individuals and families pursue financial confidence through personalized financial planning, retirement strategies, investments, and protection—guided by integrity and service.

Nicole Riley, MBA

Registered Representative

(409) 209-2180

(210) 791-6935

nicole.riley@gwnsecurities.com

I was born and raised in Levelland, Texas, and earned my Bachelor of Science from Texas A&M University–Corpus Christi, followed by a Master of Business Administration from Texas Tech University.I am deeply passionate about education...

Robert Goods, MBA

Registered Representative

(469) 240-1971

(210) 791-6935

robert.goods@gwnsecurities.com

I am a Registered Representative with GWN Securities and a licensed Life and Health Insurance Agent dedicated to helping individuals and families build, protect, and preserve their financial futures. My approach combines disciplined...