Do you know the best ways to invest your money? Have you started planning for retirement? If the answer is no, Goff Wealth Management can help. We provide wealth management services for clients in the Lafayette, LA area. Shane Goff has 25 years of experience, so let us help you make sound decisions on how to save or spend your money. We want to help you develop a strategy ,to achieve your needs, wants and long-term goals in life.
Call 337-534-4987 now to schedule your consultation.
Living life comfortably isn't just about money. There are plenty of factors that contribute to helping you live your best life. These items are reflected in our "Goal FORMula," which is the lens through which we approach planning with clients. The formula includes focusing on Family, Occupation, Recreation, and Money.
To properly plan for your life, you have to zoom out and consider every factor. That's what we do here at Goff Wealth Management.
Contact us now to learn more about our Goal FORMula.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your specific circumstances. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Whatever your financial needs, you can rely on us for a solution. Our financial consultant can help you make plans and decisions related to:
- Retirement Planning
- Investment Planning
- Financial Planning
- Estate Planning
- Insurance Planning