About Goff Wealth Management

Goff Wealth Management was created to provide a better way to help clients organize, understand, and improve their financial lives—through a clear, interactive planning process.

Our approach integrates all key aspects of your financial life:
✅ Wealth management
✅ Risk and debt management
✅ Income and tax planning
✅ Philanthropy and legacy planning

Every financial plan we create is as unique as the person behind it. We take time to fully understand your individual goals and dreams through our Discover phase. From there, we Design a personalized plan tailored to your needs—and through our proprietary process, we Deploy your plan in a way that adapts as life evolves.

By continuously monitoring and adjusting your plan around life events, changing markets, and evolving goals, we help keep you on track toward your ultimate objective: financial independence.

At Goff Wealth Management, we follow The G.O.A.L. FORMula. G.O.A.L. stands for: Go Out And Live.
Our mission is to give you the confidence to live fully—knowing that we are here to support you in all aspects of your financial life, today and in the future.

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What We Do

Goff Wealth Management is a full-service retirement planning and financial advisory firm based in Lafayette, LA. With decades of experience in wealth management and financial planning, we are dedicated to helping individuals, families, and business owners in Lafayette and across South Louisiana stay on track toward financial independence—no matter the market conditions or life changes. Our customized planning process ensures your unique path to retirement remains clear, strategic, and resilient.

Who We Serve

We specialize in financial planning for successful business owners, professionals, and families who aspire to a work-optional lifestyle. These individuals want to protect and grow their wealth, build a lasting financial legacy, and look to the future with anticipation—not apprehension.

Through our proprietary process, The G.O.A.L. FORMula, we help our clients put all the pieces of their financial puzzle together. As life evolves, so do your financial needs—and we’re here to guide you every step of the way.

We work with clients throughout Lafayette and South Louisiana who value a proactive, personalized approach to retirement planning, wealth management, and multigenerational financial strategies. Our mission is to provide exceptional service not just to you—but to the next generation of your family as well.

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Our Services

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
 

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
 

Financial Planning for Business Owners

When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. The thought of having their vision turned to reality often blinds new entrepreneurs to that all-important question: Does it all makes sense financially?
 

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.

Our Team

We manage assets for individuals and families, providing investment management, and financial planning services.

Blogs

How to Dive into Business Succession Planning: 10 Key Questions

Shane Goff |
Categories
Investments
Finance
Tax Planning
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many admit they don't have a formal succession plan in place. In fact, looking at family businesses alone, about 61% say they do not have a documented succession plan. 1 Why? Many business owners say they haven’t put together a succession plan...
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The New Face of Fraud: How AI Is Changing the Scam Game

Shane Goff |
Categories
Technology
Technology has changed nearly everything about the way we live, work, and connect including how scammers operate. Once upon a time, scams came in the form of clunky emails riddled with typos or too-good-to-be-true lottery wins. These days? The tactics are smoother, the impersonations more believable, and the emotional pressure far more calculated. Why the shift? Two letters: AI. Artificial intelligence has supercharged scammers' abilities. Now they can use AI to copy voices with just...
a computer screen with a chart on it by rc.xyz NFT gallery courtesy of Unsplash.

Spring Market Trends: What Investors Should Watch This Quarter

Shane Goff |
As we move into the second quarter of the year, investors are keeping a close eye on key market trends that could shape their financial strategies. Economic shifts, policy changes, and global events continue to drive market movements, making it essential to stay informed and adaptable. Here’s what to watch for this quarter and how it might impact your investments. 1. Interest Rates and Inflation Outlook Interest rates remain a major factor influencing the market...