• Financial planning firms

    Goodwin asset management Inc. is one of the largest fee-based financial planning firm in USA,Chicago,Florida, Illinois, New York and Georgia . We prevail in providing comprehensive financial planning and wealth management ideas which makes your life better. We have a broad range of services that includes financial planning, investment advisory services, tax services, and financial education. We have clients from business owners, executives, professionals and including retirees too. We give our clients an opportunity to achieve their financial objectives with proper planning.

    One of the specialties with Goodwin asset management Inc. that you can gain access with professionals who are proven experts will advice on every facets of the financial planning. With our team of expertise literally we can provide you with specialized solutions that full fills your complete financial objectives, not just one but in every aspects of it.

    We are the leading financial service providing industry in florida, pensacola, Illinois, New York and Georgia . We reached it by giving our clients with clear independent advice that enables our clients to take well-informed financial decisions without having any second thoughts in it. Our technical competency and knowledge is unmatched by many, our usage of technology and implementations solely focus on achieving desired results separates us from the rest of our competitors.

    “THERE ARE MANY TO MAKE USE OF THE RESOURCES BUT

            BARELY FEW TO SHOW UP THE ART OF MANAGING IT”

     

    Specialized Financial Planning services in Newyork, Florida, Illinois, and Georgia

    Building an extensive plan for you in the process of interlocking pieces of your financial life. This extensive plan, which we offer in your first month as your client and then there will be frequent visits throughout our relationship with you, it includes:

    Insurance – along with your life, disability, home, auto, liability, health, long term care covers everything.

    Taxes – minimizing your tax bill to increase wealth.

    Social Security Benefits management – reaching the best ever possible strategy that wins your circumstances.

    Retirement/Spending plannings – manipulating the better way to meet the lifetime goals

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We hold the key to your secure financial future!

  • GOODWIN ASSET MANAGEMENT is a highly professional research based and result oriented investment management and financial planning firm. We concentrate on Capital preservation and capital appreciation in the tax-efficient and inflation-protected way, maximizing the family’s enjoyment of their wealth now and into the future!
  • GoodWin is headed by Leelaa Rao, MBA, FCSI, CFA possessing the elite global qualification and multi-national experience in the financial services industry.
  • GoodWin is a strictly Fee-Only advisor serving as fiduciary working exclusively for its clients and compensated solely by them. Click here for the mal effects of hidden fees and costs on your hard-earned assets
  • GoodWin is not a fee based firm and does not engage in selling mutual funds, annuities or other financial products for commission. Click here to know the difference between Fee only and Fee based advisors
  • Each one of GoodWins clients enjoys specifically tailored and customized portfolio suited to their individual Clients risk and return profile.
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INVESTMENT DIAGNOSIS
5 Red flags in your investment statements you need to watch out !

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Financial planning firm in Florida

Why select a CFA Charter holder to manage your hard-earned money?

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Financial planning firm in Illinois

Getting Started with us

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Financial planning firms,Financial advisory firms,Financial advisor

Goodwin Asset Management Corporate Presentation

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Financial planning firms
Financial planning firms,Financial advisory firms,Financial advisor,Financial planning firm in Florida,Financial planning firm in Illinois,Financial planning firm in Newyork,Financial planning firm in Georgia
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