Financial Planning Services

Your financial strategy should be as unique as you are.


Investment Planning

Whether you’re just getting started or you’re a seasoned investor, we have the knowledge to help you determine how to evaluate your investment opportunities.

Investment Allocation

Every investor is unique. We want to make sure your portfolio reflects your personal investment philosophy, your life stage, and your goals. 

Retirement Planning

Retirement may be five, ten, or twenty years down the road. We’re committed to making sure your retirement is everything you hope it will be.

Estate Planning

Estate planning provides an opportunity for you to be proactive about your legacy. Let’s talk about what people, places, and causes you want to see flourish and how to manage your resources to maximize your impact.

Education Planning

Choosing a college can be overwhelming for a high school senior, but figuring out how to pay for college doesn’t have to be. We can setup and manage education funding such as 529 plans and UGMAs. We’ve helped hundreds of families navigate this process in a way that minimizes stress and maximizes confidence.

Insurance Planning

Setup and management of term, whole life, universal life, and long term care insurance.

Business Succession Planning

Your grit, passion, and tenacity have made your business what it is. Our team is committed to making sure your business transition is good for you, your clients, your employees, and your family.

Have questions?

Get in Touch

Estimate answers to common financial questions

View All Calculators

Financial Planning

No two investment portfolios are alike. Your financial strategy should be as unique as you are.
Financial Services

We're here to help.

Get in Touch
Koele Godfrey Logo
Since 2005, Carey and Jack have broadcasted their show on local radio station WHTC 1450 AM Radio.

Securities, Financial Planning and Advisory Services offered through LPL Financial, a Registered Investment Advisor.  Member FINRA & SIPC.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

cross linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram