fbpx

Menu

👋 Welcome, Matthew!

You're joining a modern community of financial advisors, coaches and educators who know the power of digital marketing to grow their business. And we're excited to help you attract new clients and referrals to boost your bottom line!

We've made it easy for you to customize your profile page on Wealthtender.

Have questions? Just email yourfriends@wealthtender.com anytime!

Complete your profile

  1. Add your title
  2. Add your tagline
  3. Add your logo
  4. Add your cover image
Contact Me

The Goff Financial Group

Fee-Only | Fully Independent | Fiduciary

Areas of Focus

  • Choosing a Financial Advisor
  • Family and Money
  • Inherited Wealth
  • Investing
  • Investment Management
  • Job Loss
  • Living in Retirement
  • Owning a Business
  • Retiring Early (F.I.R.E)
  • Saving
  • Setting Up Retirement Accounts
  • Social Security

About Me

At the Goff Financial Group, we provide customized investment management services based on your comfort level with risk and long-term objectives:

Tax-efficient investment strategies for high net-worth investors
Independent and objective investment research and advice
Strategies for nonqualified and incentive stock options
Investment recommendations for executive-deferred compensation plans that complement other investment accounts
Retirement income planning
Coordination of services with your tax and legal advisors
Investment Management
Financial Planning

Professional Designations

Affiliations

  • National Association of Personal Financial Advisors

Location

11 Greenway Plaza, Ste. 1425 Houston, TX 77046

Meeting Options

  • Video Conference
  • In-Person
  • Phone
  • Group Classes
  • Online Courses
  • Webinars

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

Offers Investment Management

Yes

Offers Tax Preparation

No

Volunteer Experience

Big Brother Big Sisters Ronald McDonald House

Awards and Honors

  • BBB - Winner of Distinctions 2018
  • BBB - Winner of Distinctions 2019
  • BBB - Winner of Distinctions 2020
  • NAPFA Registered Member

Languages

  • English

Who We Serve

  • Baby Boomers
  • Blended Family
  • Business Owners
  • Couples
  • Dual Income Family
  • Expats
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Investors
  • LGBTQ
  • Living in Retirement
  • Parents
  • Widow
  • Women Professionals

Help

Close
  • This field is for validation purposes and should be left unchanged.
?