The Goff Financial Group
Goff Financial Group is a fee-only advisory firm that aims to act in the best interest of clients. We offer tailored portfolio management based on each client's personal comfort level and objectives. Our team takes the time to evaluate each individual's situation and develop solutions that match their risk tolerance, income requirements and other special considerations. We strive to create an optimal balance between maximizing returns, reducing risk and preserving capital. Our Chief Investment Officer works closely with clients to ensure that their portfolio matches their expectations and goals.
With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.
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AIO Fee Only Financial
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Axiom Advisory
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Axiom Advisory
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Areté Wealth Strategists
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Asset Preservation Wealth & Tax
An Overview Asset Preservation Wealth & Tax, is an independent income tax, Financial Planning , Estate Planning, Wealth Management and Insurance services firm devoted to working with seniors, serving the Sun City, Sun City West, Surprise, Peoria, Glendale, and Phoenix areas. We offer a wide range of products and services including Mutual Funds, ETF's, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. The focus of our financial advisors is on a secure and enjoyable retirement for all of our clientele. Our History We have been assisting our valuable clients needs since February 1997. Our company takes a unique approach to our market and strives to be an industry leader. We specialize in tax-saving strategies and risk management. Our time-tested strategies have provided our clients with consistent growth, safety, peace of mind; and lasting success. - Over 17 Years of Dedicated Service - Over $420 Million Managed Client Nesteggs. - Over 9,000 Households Statewide Our Services Asset Preservation Wealth & Tax provides a thorough menu of services including Financial advice, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers, Stretch IRA, IRA Maximization techniques, Annuity consulting, Life Insurance Analysis...