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 Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Shane Goff |
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...

5 Damaging Myths About Money Talks & the Facts Behind Them

Shane Goff |
Categories
Investments
Finance
Lifestyle
Savings
Family
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That means that many of us are not discussing money as much as we probably should be. 1 Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial...
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Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

Shane Goff |
Categories
Investments
Finance
Savings
Risk Management
The Dow crosses 45,000. Your brain whispers: "This has to be the top." The market drops 15%. Your brain screams: "Get out before it gets worse!" Different scenarios. Same result: your brain hijacking your long-term investment strategy. If you've ever felt paralyzed by market highs or panicked during market lows, you're not an outlier. You're human. The brain’s wiring is great for responding to immediate danger, like avoiding a snake. But that same instinct can...