SERVICES

As an independent firm, TGF offers conflict-free advice and perspective on a variety of areas affecting your personal finances. 

           

 Compressive financial planning

Goal-specific planning

Retirement scenarios modeling

Executive compensation consulting

Budget evaluation and accountability coaching

Insurance policy evaluation 

Investment analysis

Hourly counsel and guidance

These services are available, regardless of level of income, net worth, or investment value.

As a planning-centric firm, we believe that your long term financial success is based on many other decisions you can make beyond just investment choices.

As a CFP, your advisor is held to duty of care as a fiduciary. A CFP professional shall at all times pace the interest of the client ahead of his or her own. AT ALL TIMES. Period.

Tammy Goodman Financial, LLC  |  P.O. Box 12752, Charlotte, NC 28209  |  704.905.7950  |  tammy@tammygoodmanfinancial.com

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