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

An Independent Financial Advisor of GWN Securities

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Once Upon a Goal

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RE: Retirement

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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

Dale Goods, CFP®, MBA

CERTIFIED FINANCIAL PLANNERâ„¢ Professional

(210) 966-4090

(210) 791-6935

dale.goods@gwnsecurities.com

I was born and raised in Chicago, Illinois. Upon graduating from high school, I joined the United States Air Force and served our country for 24 years. My experiences in the Air Force provided endless opportunities for personal growth...

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