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Goff Wealth Management has a legal obligation to avoid conflicts and act on behalf of our client’s interests. We are committed to upholding our fiduciary responsibilities and practices while focusing on the financial objectives, values and legacies our clients wish to fulfill.
Shane Goff is an investment professional, who is required by law to act solely in the interests of and with undivided loyalty to their clients. A Fiduciary’s advice and recommendations must align with a client’s specific objectives, timeframe and risk tolerance.
The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.