Individuals
During your peak earning years, it's essential to build positive financial habits and lay a strong foundation for long-term success.
Whether you’re new to investing, established in your career, or preparing for retirement, we’ll help you develop a financial plan that supports your goals—managing your money effectively today while planning for tomorrow.
Families
As a parent, you’re balancing your own financial aspirations with those of your children. Planning early is key—especially with the rising cost of higher education.
From establishing 529 college savings plans to exploring financial aid and grants, we help you build an education funding strategy that aligns with your family’s financial goals, timeline, and risk tolerance.
Retirees
You’ve worked hard, and now it’s time to enjoy the rewards. But transitioning from a steady paycheck to living on your accumulated wealth can feel uncertain.
We’ll help you create a plan that:
✅ Supports wealth accumulation while you’re working
✅ Provides steady, tax-efficient income during retirement
✅ Offers confidence and clarity for this next chapter of life
Business Owners
Running a business is demanding—between managing employees, building relationships, and delivering great products or services, it’s easy to lose sight of personal financial planning.
We help business owners:
✅ Build a solid financial foundation for themselves and key employees
✅ Protect against unexpected risks
✅ Plan for business succession and exit strategies when it’s time to pass the torch
Our goal is to help you grow your business—and prepare for life after work.
Ready to get started?
.If you're looking for financial planning in Lafayette, LA that fits your current life stage, contact Goff Wealth Management today to schedule your personal consultation.
