Advisor Financial Group, Inc.
Financial Services - , ,
Advisor Financial Group, Inc. Employees
Advisor Financial Group, Inc. Senior Management
Advisor Financial Group, Inc. Details
Jerry Goodson is the Founder and CEO of Advisor Financial Group, Inc., which was established in 1999. His focus is providing wealth management solutions to successful individuals and families in all phases of the retirement process. Utilizing the firms' consultative wealth management process and professional network, he helps clients address their biggest issues and concerns such as: • Preserving their wealth• Reducing their taxes • Effectively and efficiently passing wealth to loved ones • Protecting wealth from being unjustly taken • Fulfilling their charitable intent with maximum impactJerry uses a consultative process to gain a detailed understanding of his clients' deepest values and goals. He then employs customized recommendations designed to address each client's unique needs and goals beyond simply investments. This process ensures that the alignment of financial resources will help each client achieve their desired retirement goals.
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