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Matthew B Goff

Your Future is Our Priority

The Goff Financial Group

Houston

TX

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Matthew Goff Investment Advisor, LLC 11 years, 1 month Mar 2008 - Present

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.

Articles and Answers

Insights by Matthew Goff

Objective Investment Advice You Can Use
Published 2015-09-02 14:25:43
Your Company Stock Option Strategy
Published 2015-06-10 13:30:24
Finding Your Financial Advocate
Published 2015-06-10 13:24:52
Finding Your Financial Advocate
Published 2015-06-10 13:24:26
How much am I paying in fees and commissions?
Published 2015-06-02 09:28:18
Finding Your Financial Advocate
Published 2015-05-22 07:15:17
The Value of a Second Opinion
Published 2015-05-22 07:10:37
Can Investing Really Be That Simple?
Published 2015-05-22 07:01:39
Should you take the lump sum or the pension?
Published 2015-05-22 06:54:27
S&P Downgrade - Lessons of Lower Ratings
Published 2015-05-21 11:33:03
The Ostrich Generation
Published 2015-05-21 11:28:24
Retro Investing Article from WSJ
Published 2015-05-21 11:22:45
Great Article on Dividend Investing
Published 2015-05-21 11:08:04
The Risk of Selling Now to Pay Lower Taxes
Published 2015-05-21 11:06:34
Should You Have ETFs in Your Portfolio?
Published 2015-05-21 11:05:28
Slow & Steady Wins the Race
Published 2015-05-21 11:03:54
The Federal Reserve's Impact on Your Portfolio
Published 2015-05-21 11:01:22
Should You Follow Market Forecasters?
Published 2015-05-21 10:58:36
Ignore the Economists
Published 2015-05-21 10:55:53
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    How can I tell if I am paying too much in fees, commissions, etc.?
    A simple way to determine the answer to this question is to ask your financial advisor for a one page report which shows all the fees and commissions you are paying each year. You should ask your advisor to break down this total expense figure into the following areas:1) Total fees you are paying ...  (more)
    Answered Jun 2015
    How can I tell if I am paying too much in fees, commissions, etc.?
    A simple way to determine the answer to this question is to ask your financial advisor for a one page report which shows all the fees and commissions you are paying each year. You should ask your advisor to break down this total expense figure into the following areas:1) Total fees you are paying ...  (more)
    Answered Jun 2015
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Mar 2, 2018
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        N/A
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on March 3, 2018
        • $187.5
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 130
          number of clients
        • $1.4
          Estimated Average Account Balance Per Client

      The Goff Financial Group

      Last updated on Feb. 24, 2017
        • $226.9M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 438
          Accounts
        • $518.1K
          Estimated Average Account Balance

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements