Peter Goodman

About Peter Goodman

I lead SFI Advisors Insurance and Risk Management Services. With over 30 years of experience in the individual and corporate markets, I provide clients with insights and solutions that help support the attainment of their goals. I have expertise in wealth management and estate planning, business owner and key person succession, executive benefits and qualified retirement plans. My knowledge of life, disability and long-term-care insurance products combined with risk management techniques protects clients against risk while pursuing opportunities to build and protect their wealth. Compliance DisclaimerInvestment and advisory services offered through SFI Advisors, LLC, a Registered Investment Advisor. Securities offered through Private Client Services, member FINRA/SIPC. SFI Advisors is not affiliated with PCS. Notice: SFI Advisors, LLC. nor Private Client Services (“PCS”) accept orders and/or instructions regarding your account by e-mail, voice mail, fax or any alternate method. Transactional details do not supersede normal trade confirmations or statements. E-mail sent through the Internet is not secure or confidential. SFI Advisors and PCS reserve the right to monitor all e-mail. Any information provided in this e-mail has been prepared from sources believed to be reliable, but is not guaranteed by PCS and is not a complete summary or statement of all available data necessary for making an investment decision. Any information provided is for informational purposes only and does not constitute a recommendation. This e-mail is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this message in error, please contact the sender immediately and delete the material from your computer.

Experience

1. Director of Insurance and Risk Management Services

   Sfi Advisors

   Nov 2000 — Present

   I joined SFI Advisors in January 2001 (then Sampers Financial, Inc.) through a merger with my Dad’s business Phillip E. Goodman, Inc. Prior to this, I worked for the Henry Deppe Guardian Life Agency. I am a Board Member and past president of RADA (Retirement Advisors and Designers of America) and a principal of PartnersFinancial. I have an MBA in finance from Vanderbilt University and a BA from Davidson College. Peter has earned the Accredited Estate Planner (AEP), Chartered Life Underwriter® and Chartered Financial Consultant® designations, as well as the General Securities Representative (Series 7) license.

Education

• Vanderbilt University Owen Graduate School of Management

  MBA, Finance

  1976 — 1978

• Ridgewood High School, Ridgewood, NJ

  High School

  1969 — 1972

• Davidson College

  BA, Political Science

  1972 — 1976

Skills

• Financial Advisory
• Finance
• Estate Planning
• Pensions
• Asset Allocation
• Risk Management
• Qualified Retirement Plans
• Wealth
• Retirement Planning
• Retirement
• Strategic Financial Planning
• Insurance
• Financial Planning
• Defined Benefit
• Tax
• Small Business
• Financial Planners
• 401k
• Retirement Plan Consulting
• Wealth Management
• Erisa
• Employee Benefits