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Financial and Retirement Planning

Goodney & Associates, PA's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. As fee-for-service professionals, we can guide you through tough decision-making processes such as college education funding, retirement plans, insurance, and tax, estate, and business succession planning. We can help educate you about various types of investment products and work with your broker to create a tax efficient investment strategy.

When the time to retire comes, we can consult with you about the transition from the workforce into retirement and strategies for withdrawing retirement income. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

We do not sell any investment products nor do we advise on the suitability of a particular investment purchase.