Eric Goodman
Collaborating with CPAs to Provide Strategic Financial Planning and Client-Focused Solutions
- Role
- Financial Advisor at Vanderbilt Financial Group
- Location
- West Babylon, NY, US
- LinkedIn followers
- 500 followers
About Eric Goodman
With over a decade of experience as a financial advisor, I’ve learned that the best outcomes for clients are achieved through collaboration among trusted advisors. I specialize in partnering with CPAs to deliver comprehensive, strategic financial planning tailored to each client\'s unique needs, with a strong focus on tax mitigation and diversification. My approach is built on cultivating long-term relationships with both CPAs and clients, ensuring that every financial strategy is holistic and aligned with their broader financial goals.By integrating financial planning with tax strategies, I help clients optimize their financial decisions while minimizing tax liabilities. This collaborative process allows me to work seamlessly with CPAs, making sure that clients benefit from coordinated advice that supports their wealth management, retirement planning, and estate planning needs.My mission is to provide clarity and confidence in the financial planning process, offering tailored solutions that address the complexities of today’s financial landscape. Whether it’s navigating investment strategies, tax-efficient planning, or legacy-building, I am committed to helping clients and CPAs alike achieve lasting financial success.Let’s connect to explore how we can work together to create customized strategies that drive meaningful results for your clients. 63••••••49 e•••••••@vanderbiltsecurities.com
Experience
Financial Advisor
Apr 2024 — Present · West Babylon, NY, US
WHAT I DO:The WBC Process creates more efficient outcomes that result in higher retirement income potential and better legacy results, I do this by offering the following services:• Retirement Planning• Estate Planning• Investment Services• Life, Disability and Long Term Care Insurance• Tax Strategies• Living Benefits of Life Insurance HOW I DO IT:I understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. WHAT MAKES US DIFFERENT:The WBC Process allows me to be as proactive as possible and the educational focus should give clients the confidence to make positive decisions in their financial life. For example for retirees, I educate them on the functions of money in retirement and develop different income/liquidity/legacy packages so they can have confidence in implementing a retirement income plan that will make their legacy outlive them. Want To Learn More: 63••••••49 e•••••••@vanderbiltsecurities.com Financial Planning | Retirement | Income Planning Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB.Clearing agent: Fidelity Clearing & Custody SolutionsAdvisory Services offered through Vanderbilt Advisory ServicesClearing agent: Fidelity Clearing & Custody SolutionsInsurance Services offered through Vanderbilt Insurance and other agenciesSupervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 63••••••00For additional information on services, disclosures, fees, and conflicts of interest, pleasevisit
Education
Binghamton University
Bachelor of Science (BS)
2004 — 2007
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