Financial Planning Associates, Inc.
Carl Goodin is a St. Louis, MO Fee-Only Financial Planner located in Ellisville and serving clients across the country. Financial Planning Associates, Inc. has helped families and individuals accomplish their financial goals for more than twenty-five years by using the Financial Planning Process as a starting point for establishing and maintaining an appropriate action plan. Carl Goodin is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Carl Goodin, a NAPFA-Registered CERTIFIED FINANCIAL PLANNER(R) Professional is President of Financial Planning Associates, Inc., a Missouri Registered Investment Adviser serving clients in cities across the United States, including Charlotte, Dallas, Houston, St Louis, St Charles, Town and Country, Richmond Heights, Chesterfield, Manchester, Eureka, Wildwood, Ballwin, Grover, Pond and Ellisville. We have been helping our clients accomplish their financial goals for more than twenty-five years by using the Financial Planning Process as a starting point for establishing and maintaining an appropriate action plan and by using Markowitz Mean Variance Portfolio Optimization to manage investment risks.
Carl Goodin's fiduciary obligation is governed by:
Financial Planning Associates, Inc. is a Missouri Registered Investment Adviser offering asset management and personal financial planning services on a fee only basis. The firm’s principal executive officer is Carl D. Goodin, President.
We believe that EVERYONE needs to have an informed, coordinated personal financial plan. The plan should reflect the values and aspirations of the individual, or couple. An objective and insightful planning adviser can add wisdom and efficiency to the process.
With regard to investment policy, our emphasis is on helping our clients manage risks – all of them. We have studied capital markets for many years. Our experience can help our clients understand the likely results of their investment choices and avoid unnecessary volatility.
We believe that in a personal service business, small is beautiful. Big businesses can have difficulty delivering truly individualized services. Our business is small, and personal. We know our clients.
Small and well-connected is really beautiful. Delivering excellent client service in the 21st century requires relationships with strategic associates, such as Schwab Institutional, Advicent Solutions, Morningstar, and TradeWarrior. Our associates become your associates, our resources become your resources.
Our approach to personal service is…personal. Your situation, your goals, and your values are unique. The best answers to your questions are those which recognize your uniqueness.
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
- FeeOnly Financial Planning
- Retirement Planning
- Investment Management
- Wealth Management
- Business Planning
- Education Planning
- Retirees and Near Retirees
- Medical Professionals
- Entrepreneurs & Business Owners
- Lawyers, Accountants, Educators
- Sudden Money Situations
- Young Families
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Hourly Fee
- Monthly Retainer
- % of Assets Under Management
Professional Designations & Affiliations
Carl Goodin is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Carl Goodin is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Carl Goodin is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Carl Goodin
300 Ozark Trail Drive
Ellisville, MO 63011