Services

How We Work

Our firm specializes in holistic financial planning and advice, including sound retirement strategies.  If your are already retired – or are approaching retirement soon – you want to ensure you are able to convert the nest egg you’ve accumulated into a dependable, recurring income stream you can rely on, and that is a specialty of ours.  Please take the time to explore our website and the wealth of information it offers.  Allgood Financial specializes in personalized, hands-on service.  We educate our clients about financial concepts and products, including the ins and outs of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money.  We focus on money management, as well as other issues that are critical to your financial well-being.

Investments

Brokerage & Fee-Based Advisory Accounts

Individual Retirement & Education Savings Accounts

Individual Stocks & Bonds

Group Retirement and Savings Plans

Mutual Funds

Separately Managed Accounts

Preferred Securities

Unit Investment Trusts (UIT’s)

Structured Notes and CD’s

Real Estate Investment Trusts (REIT’s)

Business Development Companies (BDC’s)

Fixed, Variable and Indexed Annuities

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Financial Planning

Retirement Planning

Tax Planning

Social Security Planning

Planning for Heath Care

Succession Planning

Investment Planning

College Planning

Estate Planning

Charitable Planning

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Insurance

Disability Income Insurance

Life Insurance

Long-Term Care Insurance

Medicare Supplements

Access to Alternatives to COBRA

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

matthew@allgoodfin.com  |  (331) 229-3224