Matthew GoffCRD Number: 2390431
Current Firm: The Goff Financial Group
Compensation Model: Fee Only
The Goff Financial Group is a fee-only and fully independent Registered Investment Advisor serving serving clients' long-term investment needs. We are highly experienced in working with retirees, those near retirement, business owners and other high net worth coupled and individuals.
Matthew Goff (CRD# 2390431) is an Investment Advisor Representative working at The Goff Financial Group in Houston, TX and has over 23 years of experience in the finance industry.
- Charitable planning
- Estate planning
- Employer retirement plans
- Social security and retirement income
- Asset allocation (advice only, not execution)
- Investment management
- Security selection (advice only, not execution)
- Career change
- College preparation
- Retirement planning
- Sudden wealth
- Concentrated / highly appreciated positions
- Stock options / restricted stock
- LBGT households
- Baby boomers
- Gen X
- Approaching retirement
- Career changers
- Mid-career professionals
- Business executives
- Legal professionals
- Medical professionals
- Sales professionals
- Small business owners
- Technology professionals
At the Goff Financial Group, we provide customized investment management services based on your comfort level with risk and long-term objectives:
- Tax-efficient investment strategies for high net-worth investors
- Independent and objective investment research and advice
- Strategies for nonqualified and incentive stock options
- Investment recommendations for executive-deferred compensation plans that complement other investment accounts
- Retirement income planning
- Coordination of services with your tax and legal advisors
- Wealth Managemen
Risk versus time. In terms of achieving your financial goals, age and life expectancy are two key factors that should drive your investment strategy, as they determine your investment time horizon—the amount of time you intend to hold an investment. Obviously, the more time you have, the more risks you can afford to take, since you’ll have more time to recover from any potential losses.
By developing a diversified portfolio emphasizing value and income, we can help maximize your potential returns by prioritizing your financial goals and risk tolerance with your investment time horizon. And because that horizon changes, we’ll periodically re-evaluate to meet your needs. Investment strategies should vary based on age group and risk tolerance.
Choosing the right investment advisor in developing investment strategies can be a very important factor before moving forward. It is important to determine if the investment advisor you are working with or interviewing has the a level of experience, knowledge, and a clean background with which you are comfortable. Just as important, you should also make sure that your investment advisor is fee-only and fully independent. Hiring a fee-only investment advisor will help remove many of the conflicts of interest that an advisor may have in designing your investment strategies.
|Matthew Goff Investment Advisor, LLC||Houston, TX||Mar 2008 - Current||12|
|Matthew B. Goff, Registered Investment Advisor||Houston, TX||Apr 1995 - Current||25|
|Bachelor of Science||University of Texas - Austin||Finance||-|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1993|
Total Assets Under Management292MILLIONS
Total Number of Accounts508ACCOUNTS
Average Account Value$574,705
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