Dale Goods, CFP®, MBA
CERTIFIED FINANCIAL PLANNER™ Professional
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 and development. I earned a Bachelor of Science in Business Administration, with a concentration in Finance, and Masters in Business Administration degrees. I believe the education in these subjects provided a strong business foundation in areas such as accounting, marketing, finance, organizational behavior, as well as strategic management.
I am happily married to my lovely wife Rosene who also served in the United States Air Force for 21 years. We have one son, who is currently serving in the United States Air Force. Away from the business, I enjoy volunteering with a local Rotary club (the Rotary Club of Alamo Ranch), traveling, and spending time with families and friends.
In 2002, my wife and I were introduced to the concepts of saving, investing and preparing for retirement. It was this new-found information that gave me the aspiration to teach others the art of getting out of debt, saving, investing, and planning towards the goals they envision. I am very passionate about teaching others what I wish I had learned sooner and help more families become financially secure. I strongly feel my previous working experiences bring a balanced perspective as a Financial Advisor and owner of Goods Financial Services, LLC. I hold a life and health insurance license. I am also licensed in Securities and Variable Annuities and serve as an Investment Advisor Representative with GWN Securities, Inc.
I believe reducing or eliminating debt is crucial, which could in turn lead to opportunities to accumulate wealth. Additionally, having an appropriate insurance coverage is also imperative to protect family and loved ones. And last but not least, saving and investing is one of the keys in realizing one’s goal of having a successful and prosperous future.
I take care of my clients by making sure I understand their needs. I also take great pride in working closely with each and every one of them. I provide advice and services regarding insurance, savings, investing, wealth building, college savings, retirement and much more. I work very hard to make sure my clients make the most of their hard-earned money. Lastly, I work with a variety of top financial services companies that complement and support in achieving the clients’ goals.