Our Services

With over 150 years of combined experience, the Goodson & Nichols team serves individuals and families crossing multiple generations. Driven by excellence and grounded in sound advice, the Goodson & Nichols team is dedicated to your success.

We tailor our full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed, and time tested, we go to great lengths to be your financial stewards and provide a holistic approach to custom financial planning.

INVESTMENT PLANNING

Any investment strategy should be designed around your unique situation and take into account your views on how risk should be considered. We can help you determine an appropriate asset mix, select specific investments for your portfolio and will meet to review your investments, as necessary. We believe having a disciplined long-term plan that addresses risk is an important factor in being a successful investor. We use a disciplined investment approach so you can feel confident through the inevitable ups and downs of the market and believe ongoing communication is crucial in understanding how you invest and meeting those long-term goals.

RETIREMENT PLANNING

Our goal is to take retirement from something daunting, to a life chapter that you cherish. We understand that retirement is not a one size fits all and that everyone has different goals, such as leaving a long career, making an exit from a family business, or simply enjoying having additional time in your life. Our process is to help identify those goals and map out a plan years before your retirement period begins. Then with the seasoned guidance of our advisors, we help to turn that plan into reality.

RISK MANAGEMENT

Insurance protection is a crucial component of a comprehensive, long-term plan. A variety of uncontrollable circumstances can influence your financial future; we provide you with access to a wide range of insurance coverages that can protect your financial security and reduce risk. These include disability, life, and long-term care insurance. We will also review your existing insurance policies.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

ESTATE PLANNING STRATEGIES

We can work with you and your other professional advisors to develop an estate planning strategy that is appropriate for your circumstances.
Goodson & Nichols Financial Group does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences.

Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

CASH FLOW AND LIABILITY MANAGEMENT

Effectively managing your cash flow is important in every phase of your life. While you're working, developing a process to take advantage of the most effective savings strategies is critical to your success. As you near retirement, it is important to understand how your spending needs change in this new phase of life. We can work with you to review current spending and how that might change once you begin retirement. We can also assist you in exploring how debt fits into your overall picture and can help you understand the impact it may have on your overall financial goals.

BUSINESS SOLUTIONS

Goodson & Nichols Financial Group provides executives and small business owners with recommended strategies designed to increase corporate and personal net worth. These services include guidance for managing concentrated positions, employee stock option exercise and sale, succession planning, estate planning strategies, and business transition strategies, as well as retirement plan solutions.

NON-PROFIT ORGANIZATIONS

We are dedicated to helping non-profit organizations fulfill their mission by providing financial services that support the unique needs of charitable institutions. We can work with a wide variety of non-profit organizations, including educational organizations, religious groups, health and human service providers, family foundations, and donor-advised funds.

EDUCATION PLANNING

We provide analysis to help you to determine approximate costs and identify the best tax-advantaged funding solution, whether a 529 Plan, an Education IRA (also known as Coverdell), a Custodial Account, or another method.