Financial Services

Our background as CPAs make us uniquely qualified to act as your financial planning firm.  We have built an awareness of our clients’ situations through years of providing tax return and planning services.  Financial planning is much more than just investment advising.  We help our clients chart a plan to get them from where they are today to where they wish to be in the future.  However, we are also aware that some clients do not wish to retain our services as true financial planners - they just want help guiding and securing their investments and to make sure their family is protected.  Whether you need a comprehensive financial plan or just want help designing and monitoring your portfolio – we’re here to help.

 

Financial planning and investment advisory services are provided under a seperate corporation- Goodsell & Company Financial Services.

For more information see www.goodsellco.com.

 

                  

        We have combined the

           Investment Background,

                 Caring Attitude, and

                                                                  Attention to Detail

                          of our financial planning and advisory firm personnel with the 

                 Tax Acumen,

  Committment to Service, and

               Ethical Standards 

                                      of our affiliated CPA firm personnel to create 

              ONE BADASS FINANCIAL SERVICES FIRM!