Matthew Goff

Matthew Goff focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

Trust is a popular word. You hear it frequently in the financial world, but why should you believe it? For us, it’s the essence of what we offer to our clients—straight talk and undiluted investment advice, based solely on their best interests. It’s a claim we back up with a history of servicing our clients with an expertise in customized investment solutions.

As an experienced financial advisor The Goff Financial Group will work with you to develop a customized investment plan strategically suited to your individual needs, personal financial situation, risk tolerance, and long-term goals.

Clients choose to work with us for a number of reasons. Clients want a financial advisor which:

ü Puts their interest first

ü Takes the time to understand their specific financial situation

ü Offers unbiased advice that reflects their long-term needs and goals

ü Takes a fundamental approach to mitigate market risk and uncertainty.

We deliver investment management services based on your comfort level with risk and long-term objectives. Our services include:

ü Retirement income planning to generate lifetime income

Additional Information

As a fee-only Registered Investment Advisor and fiduciary, we specialize in managing portfolios for long-term investors with a minimum portfolio size of $500,000. For over 24 years, we have provided our clients with a balanced approach to managing their investment. Our clients’ financial goals are our highest priority.

 

We provide the peace of mind that comes with knowing you have entrusted your financial future to a firm that will always place your interests first. Unlike many other firms, all of our services are provided strictly on a fee-only basis, we are legally obligated to act as a fiduciary to put your interests first, and you always have direct access to the investment manager for your accounts as opposed to a sales agent.

 

NAPFA Start Date

April 18, 2007

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This Office

11 Greenway Plz Ste 1425 Houston, TX 77046-1144 Phone: (713) 850-8900 Fax: (713) 728-4884