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Go out and live!

As wealth advisors, our first priority is helping you take care of yourself and your family.

Our Process

Our Services

Do you know the best ways to invest your money? Have you started planning for retirement? If the answer is no, Goff Wealth Management can help. We provide wealth management services for clients in the Lafayette, LA area. Shane Goff and team has decades of experience, so let us help you make sound decisions on how to save or spend your money. We want to help you develop a strategy ,to achieve your needs, wants and long-term goals in life.

Investment

Investment

Create an investment strategy that's right for you.

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Estate

Estate

Manage your affairs during your lifetime and beyond.

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Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Family

Family

We look forward to helping you and your loved ones explore their financial goals.

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Educational Insights

Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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Understanding the SECURE Act 2.0

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.

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Inflation and the Real Rate of Return

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

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8 Timeless Principles of Investing

Pursuing a sound financial strategy doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.