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A Fresh Approach to Financial Planning

We take a SIMPLE AND STRAIGHTFORWARD approach to wealth management. Our financial and investment advisors brush away confusing jargon and complicated forms in favor of a fresh way of thinking – The Googins Way. New and experienced investors can expect easy-to-understand information, frequent contact, fast response times, and a stress-free new client process that makes you feel like you belong.

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FINANCIAL SERVICES

FINANCIAL SERVICES

Asset and Wealth Management

Retirement Planning

Asset and Wealth Management

Small Business Financial Planning Services

Life Insurance Planning Services, Long-Term Care, and Disability

Estate Planning

Financial Income Tax Planning

RECENT POSTS

February Newsletter

EVALUATING YOUR HOLDINGS, MAKING GOOD DECISIONS   We are frequently asked how long to hold a security or how long is “long term”.  Sorry…there is

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February Newsletter

EVALUATING YOUR HOLDINGS, MAKING GOOD DECISIONS   We are frequently asked how long to hold a security or how long is “long term”.  Sorry…there is

Read More »

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