Matthew Goff, financial advisor Houston TX
105 score

Matthew Goff

CRD Number: 2390431
Current Firm: The Goff Financial Group

The Goff Financial Group is a fee-only and fully independent Registered Investment Advisor serving serving clients' long-term investment needs. We are experienced in working with retirees, those near retirement and business owners. 

 

Matthew Goff (CRD# 2390431) is an Investment Advisor Representative working at The Goff Financial Group in Houston, TX and has over 22 years of experience in the finance industry. 

CONTACT
Advisory Practice Details
Services Offered:
  • 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
Customer Specialties:
  • LBGT households
  • Women
  • Baby boomers
  • Gen X
  • Approaching retirement
  • Career changers
  • Mid-career professionals
  • Retirees
  • Widow(er)s
  • Business executives
  • Entrepreneurs
  • Legal professionals
  • Medical professionals
  • Military
  • Sales professionals
  • Small business owners
  • Technology professionals
Investment Strategy:

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
Pricing Model:

Fee-Only

Planning Process:

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.

Professional Designations and Affiliations
Company Name Location Dates Years
Matthew Goff Investment Advisor, LLC Houston, TX Mar 2008 - Current 8
Matthew B. Goff, Registered Investment Advisor Houston, TX Apr 1995 - Current 21
Degree School Major Graduation Date
Bachelor of Science University of Texas - Austin Finance -
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1993
Insights by Matthew Goff
Contact Info for Matthew Goff
By the Numbers
  • Total Assets Under Management
    196
    MILLIONS
  • Total Number of Accounts
    409
    ACCOUNTS
  • Average Account Value
    $479,815
Types of Clients
Registered States

TX

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BADGES
105
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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