Goodsell

Goodsell & Company Financial Services is a trusted financial firm dedicated to helping our clients grow, protect, and transfer their wealth while safeguarding their current lifestyles. We serve individuals with unique financial challenges and goals, offering personalized service tailored to meet their specific needs, wants, and long-term objectives. Our team of experienced professionals is committed to providing the highest level of service and expertise.

Our Mission Statement

Our mission is to help our clients achieve financial independence and security. We strive to deliver comprehensive financial advice and strategies to grow, protect, and transfer wealth while minimizing tax liabilities. We aim to build long-lasting relationships based on trust, integrity, and exceptional service.

Our Approach

We believe that sophisticated tax bracket management is crucial to maximizing retirement income. Our team is confident in providing comprehensive financial advisory services, including income tax preparation, to achieve this goal. By understanding our clients' income tax situation, we can provide personalized financial strategies that minimize tax liabilities, maximize retirement income, and protect their lifestyle. Our approach is to identify each client's "opportunity corridor, " a time when converting Traditional IRA's into tax-free Roth IRA's at lower tax rates may be appropriate.

Our Tax Advantage

Our affiliated CPA firm allows us to provide comprehensive financial advisory services, including income tax preparation. We believe that understanding our clients' income tax situation is crucial to delivering personalized financial strategies. By providing comprehensive financial advisory services, we can help our clients minimize tax liabilities, maximize retirement income, and protect their lifestyle.

Our Team

Our team of experienced professionals has years of experience in the financial services industry. Our team includes licensed financial advisors and certified public accountants who are committed to delivering the highest level of service and expertise. Our combined experience and knowledge allow us to provide personalized financial strategies that meet each client's unique needs, wants, and long-term goals.

Our Services

Our services are designed to help our clients grow, protect, and transfer wealth while safeguarding their current lifestyles. We provide comprehensive financial advisory services, including investment management, retirement planning, tax planning, and estate planning. Our investment management services include mutual fund investments and portfolio management. We also provide retirement planning services, including 401(k) rollovers, IRA's, and Roth IRA's. Our tax planning services include tax bracket management and tax minimization strategies. Our estate planning services include trust and estate administration, probate, and wealth transfer strategies.

At Goodsell & Company Financial Services, we are committed to providing the highest level of service and expertise to our clients. We believe that understanding each client's unique needs, wants, and long-term goals is crucial to delivering personalized financial strategies. Our team of experienced professionals is dedicated to providing the highest level of service and expertise to help our clients grow, protect, and transfer wealth while safeguarding their current lifestyles.