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David
Goodin, CFP 1-800-ADVISER ext. 1020
Biloxi, Mississippi
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| Sentra
Securities Corporation |
David Goodin, CFP, Clu, ChFC, JD, RHU, REBC
Office:
2548 Beach Blvd,
Suite 210
Biloxi, MS 39531
1-800-ADVISER ext. 1020
Phone:
(228) 385-2872
Member
of The
Financial Planning Association.
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Call
David at
1-800-ADVISER
ext. 1020 |
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E-mail
David
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here |
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Visit
David's Web Site
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Services Available:
Financial
Planning
Life Insurance
Health Insurance
Long-Term Care
Asset Management
Disability Insurance
Estate Planning
Annuities
Employee Benefits
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Overview
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David
H. Goodin, CFP has been helping people make sound
financial decisions for over 20 years. Before starting
his own practice, Dave worked as a CPA in the tax
department in several major accounting firms for seven
years (four years Big 5 experience). For eight years,
David was then employed by one of the nations largest
insurance companies solving the financial problems and
needs of individuals and businesses. David holds a
Bachelor of Science in Accounting from Mississippi
State University (with distinction). He also graduated
from the university of Mississippi Law School (JD). In
addition to being a CFP, David has earned the
designations of Chartered Life Underwriter (CLU),
Chartered Financial Consultant (ChFC), Registered
Employee Benefits Consultant (REBC) and Registered
Health Underwriter (RHU) from the American College.
David is a registered principal with Sentra Securities
Corporation, a financial services company specializing
in retirement savings and investment products and
services. Sentra Securities has no proprietary
products. |
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Available
Services
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Financial
Planning Services
Financial
planning services are available based upon your specific
financial situation and objectives. Services available
include: asset allocation strategies, cash flow planning,
retirement planning, educational funding planning, stock
option exercise planning and recommendations summaries.
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Portfolio
Management
We
begin the portfolio management process by establishing an
investment policy statement that describes your goals and
investment objectives. We analyze your assets and
liabilities and review your cash flow requirements. We
evaluate and monitor your investments and risk tolerance. We
then recommend an asset allocation strategy. Once agreed, we
implement and then monitor a portfolio strategy.
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Information
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References
References
are supplied based upon the specific type of service
you are looking for.
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Account
Minimums
None.
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Work Hours & Response Time
Regular
Office Hours are from 8:30 to 5 (Central), Monday through Friday; will respond daily.
Evening and weekend appointments can be arranged.
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Pricing
and Fees
Fees
are based upon the specific service you desire. In
general, our fees for comprehensive financial planning
services range from $1,000 to $3,000. Portfolio
management fees are charged based upon a percentage of
assets.
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Call
David Goodin, CFP at 1-800-ADVISER ext. 1020 |
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go Back to the 1-800-ADVISER Home Page |
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