David Goodin,  CFP   1-800-ADVISER ext. 1020         Biloxi, Mississippi

   
 

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. 

     

     

     

    Call David at
    1-800-ADVISER
    ext. 1020

     


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Services Available:
Financial Planning 
Life Insurance
Health Insurance
Long-Term Care

Asset Management
Disability Insurance
Estate Planning
Annuities
Employee Benefits

Overview 
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. 
Available Services
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.

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.
Additional Information
References
References are supplied based upon the specific type of service you are looking for. 
Account Minimums 
None.
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. 
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. 

 Call David Goodin, CFP at 1-800-ADVISER ext. 1020


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