Matthew Goff
Houston, Texas, 77027
Member Since 2006
Your financial goals are our highest priority. We have the knowledge, experience and integrity to help you achieve what is most important to you including financial independence, a secure and comfortable retirement, college educations for your children, travel and a second home. We provide the peace of mind that comes with knowing you have entrusted your financial future to a firm that will always place your interests first. Unlike many other firms, all of our services are provided on a fee-only basis, we have a FIDUCIARY DUTY to put your interests first, and you always have direct access to the investment manager for your accounts as opposed to a sales agent.
My Location
Background Information
Years of Financial Experience
- 17
Education
- University of Texas at Austin (BS - Finance)
Association Memberships
- NAPFA
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- TD Ameritrade
- Fidelity Institutional
- Charles Schwab
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Semi-Annually)
- Custodial Report (Monthly)
- Newsletter (Semi-Annually)
- Other
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly, semi-annually, annually and upon request
- I review my clients' investment portfolios with them monthly, quarterly, semi-annually, annually and upon request
Registration & Licensing
- CRD/IARD Number: 114796
- Securities Registrations: None
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Matthew Goff Investment Advisor, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- All 50 States
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios, We coordinate our services with highly qualified tax and legal professionals such as CPAs and estate attorneys to provide you with the most appropriate tax and estate planning solutions.
Visit Website - http://www.matthewgoff.com
