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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

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
University of Missouri, St Louis 14 years, 4 months Jul 2005 - Present
Financial Planning Associates, Inc. 20 years, 11 months Dec 1998 - Present
Financial Planning Associates, Inc 20 years, 11 months Dec 1998 - Present
Royal Alliance Associates, Inc. 17 years, 6 months Mar 1992 - Sep 2009
Carl D. Goodin Insurance Svcs. 34 years, 7 months Feb 1981 - Sep 2015

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.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Carl Goodin

A Note About Inflation
Published 2018-04-07 18:14:40
e.g. Guide to Financial Planning
Published 2018-04-07 18:01:42
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Sep 4, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Feb 27, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Financial Planning Associates, Inc.

    Last updated on Feb. 10, 2017
      • $16.3M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 35
        Accounts
      • $465.1K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees