Take charge of your financial future with careful planning
Welcome to Goodwell Associates, Inc.
For more than 20 years the professionals at Goodwell Associates, Inc. have been providing individuals and businesses with the information, tools and guidance needed to achieve the financial success they desire. Together with our sister company, LNG and Associates, Inc., a full-service tax and accounting firm, we offer a broad range of services to help clients reach their goals in the most tax advantaged manner possible.
The foundation of our service is an individualized financial plan that will define, first and foremost, where you want to go, specify the things you most want to accomplish at various stages of life, and go on to delineate an integrated, step-by-step method to get you there.
Through the years we have developed excellent relationships and resources that we utilize daily for our clients' benefit. Should the implementation of your financial plan require highly specialized products or services, you can be sure that we are in the perfect position to provide you with, or guide you toward, the professional expertise you require.
While we firmly believe the best route to financial well-being is to take a well balanced, holistic approach, we are here to work with you in the way that suits you best. Please feel free to call on us for any one or any combination of our services.
As proponents of the team approach to developing a sound financial plan, please note that we're always available to work with any professional advisor you would like to include in your planning process.
Because the circumstances of our lives can change unexpectedly and our goals and dreams can sometimes seem like moving targets, we meet with clients regularly, to ensure everything is on course, to evaluate your plan's overall performance and make adjustments as needed.
We've built an outstanding team of experienced, skilled, trustworthy professionals and offer a full range of services to meet all of your financial needs. We will work hard to build a long-term relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that we would expect from others, for ourselves. We invite you to take advantage of the integrated, coordinated approach we take to your whole financial picture or feel free to pick and choose as you please from our full range of products and services. Using any one of our services will in no way obligate you to use any other. You decide the way we can best meet your needs.
You can count on us for professional, timely and reliable services, which include the following:
- Life Insurance: Whole, Universal and low-cost Term
- Disability Income Insurance
- Long Term Care Insurance
- Health Insurance
- Medicare Supplement and Advantage Programs
- Free Annual Insurance Review
Permanent Life Insurance and Annuities
Investment Advice and Asset Management
Real Estate Funding
Contact us today at (818) 735-0100 or by email@example.com for a free consultation.