Our Services
At Goodson & Nichols Financial Group, we are committed to providing you with informed perspectives to help you meet your needs and challenges. As your trusted advisor, we begin with a deep understanding of your financial priorities and then assist you with the appropriate financial products to help achieve your financial goals. Together, we can explore your needs regarding wealth planning as we work to help build, manage, preserve, and transfer your wealth.
Investment Planning:
Retirement Assets and Company Benefits:
Wealth Preservation Strategies:
Education Planning:
Goodson & Nichols Financial Group is not a legal or tax advisor. However, its Financial Advisors will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.
Lending:
Through our affiliates*, you have access to banking services including:
Products available through Goodson & Nichols Financial Group. Please contact us if you would like to have information on the following investment products or services:
Advisory accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for Advisory Programs varies.
*Lending and other banking services available through the Lending & Banking Services Group of Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking affiliates of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801); (Wells Fargo Home Mortgage is a division of Wells Fargo Bank, N.A); and Wells Fargo Equipment Finance, Inc. All loans and lines of credit are subject to credit approval, verification and collateral evaluation. Products are not available in all states. Certain restrictions apply. Programs, rates, terms and conditions are subject to change without notice.
Investment Planning:
- Assess risk tolerance
- Rebalance or reposition assets as needed
Retirement Assets and Company Benefits:
- Retirement plan investments
- Stock option grants or restricted stock
Wealth Preservation Strategies:
- Types of ownership; beneficiary designations
- Wealth preservation strategies
Education Planning:
- Invest for children or grandchildren
- Identify suitable tax-advantage investments
Goodson & Nichols Financial Group is not a legal or tax advisor. However, its Financial Advisors will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.
Lending:
Through our affiliates*, you have access to banking services including:
- Securities-based lines of credit
- Residential mortgages
- Home equity financing
- Small-business financing
- Credit cards
Products available through Goodson & Nichols Financial Group. Please contact us if you would like to have information on the following investment products or services:
- Individual securities including stocks
- ETF's (Exchange Traded Funds)
- Taxable and Tax-Exempt bonds (Government, Corporate and Municipal)
- Options strategies
- Individual mutual funds
- Managed mutual fund programs
- Separate account management
- Alternative investments
- Additional investment strategies/vehicles
Advisory accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for Advisory Programs varies.
*Lending and other banking services available through the Lending & Banking Services Group of Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking affiliates of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801); (Wells Fargo Home Mortgage is a division of Wells Fargo Bank, N.A); and Wells Fargo Equipment Finance, Inc. All loans and lines of credit are subject to credit approval, verification and collateral evaluation. Products are not available in all states. Certain restrictions apply. Programs, rates, terms and conditions are subject to change without notice.
