Daniel Goodman (CFP®, CLU, MBA)
Daniel Goodman focuses in the
following client markets or areas of practice:
- College/Education Planning
- High Net Worth Client Needs
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- College/Education Planning
- High Net Worth Client Needs
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Middle Income Client Needs
Planning Specialties
I excel in the following planning categories:
- College and education planning
- Strategic use of insurance for wealth and estate maximization.
- Retirement planning and distribution rules.
Additional Information
I help people achieve their life aspirations by developing holistic plans weaving together risk mitigation, wealth accumulation/distribution and estate management.
I have over 20 years in financial planning between corporate and individual financial planning and execution. I enjoy combining my extensive financial planning and presentation skills to help clients engage and execute their financial plans.
Visit my LinkedIn page for more details. Daniel T. Goodman CLU®, CFP®
NAPFA Start Date
October 07, 2020