Steve Goodman

President @Goodman Financial

Goodman Financial is an independent, fee-only investment management and financial advisory firm. Our mission is to listen, understand, and enhance our clients\' financial well-being. As an investment manager, we work with the client to determine their risk tolerance and proper asset allocation to structure an investment portfolio custom tailored to meet the client\'s specific goals. As a part of our financial advisory services, we provide targeted advice to fit the client\'s needs in the areas of retirement, tax, education, insurance and estate planning.