Will Goodson

About Will Goodson

I do more than provide investment advice to the average investor. As a Managing Partner…

Experience

1. Managing Partner

   Goodson & Nichols Financial Group

   Jul 2023 — Present · Winston-Salem, NC, US

   The Goodson & Nichols Financial Group is a boutique financial advisory practice located in Winston-Salem, North Carolina. We work with a select group of individuals, families, and institutions to help them build, manage, protect, and transition their wealth.We follow a disciplined process that always begins with listening to our clients, and we learn about their past experiences, their current situation, and their dreams and aspirations. With the information our clients share with us, we go to work. We study and analyze the information, plan and develop various ways to help them achieve their financial objectives. When we have developed the appropriate solutions, we explain our findings, our recommendations, and advice, and we do so in plain, simple English – no technical jargon. And when we reach agreement with our clients to implement those solutions, we do so in an independent, objective, unbiased, and cost-effective approach. We’ll review and evaluate the plans that have been put in place and make adjustments whenever necessary.We bring our collective education, advanced training, and commitment to on-going professional development to each client relationship. We bring our experience and judgment which we render with great care and skill. We bring the resourcefulness to draw upon fellow professionals throughout the firm to help us meet any of our clients’ wealth management needs.

Education

• NC State Poole College of Management

  Bachelor of Science, Business Management

  2001 — 2005

Skills

• Investments
• Retirement Planning
• Business Owner Planning
• Asset Allocation
• Tactical Asset Allocation
• 401(K) Rollovers
• Insurance
• Multigenerational Wealth Planning
• 401(K) Options