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  • Goff Wealth Management
  • Phone: (337) 534-4987
  • Fax: (337) 806-9996

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Contact Us Today
Introduction to Goff Wealth Management

Years of experience have prepared us to guide you through your life.

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Our Process

Our proprietary process, The GOAL FORMula, is designed to constantly adjust and monitor your critical life and financial events to keep your plan on track.

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How does your Portfolio Rank?

Do you know how you're currently invested?

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Sounding Board Process

As a part of our process, and as a service to our best clients, we make ourselves available to act as sounding board to friends and family members.

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Preparing for a Down Market

We create strategies that for the inevitable, even necessary times in the stock market.

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Cycles of Investing

Years of experience have prepared us to guide you through cycles of investing during your life.

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Protection Strategies

Password Dos and Don'ts. Securing your digital life!

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  • Goff Wealth Management

    330 Settlers Trace Blvd, Unit B
    Lafayette, LA 70508

    GET DIRECTIONS


    Call Us
    Phone: (337) 534-4987
    Fax: (337) 806-9996

    Hours
    Mon: 8:00AM-4:00PM
    Tue: 8:00AM-4:00PM
    Wed: 8:00AM-4:00PM
    Thu: 8:00AM-4:00PM
    Fri: 8:00AM-3:00PM
    Sat: Closed
    Sun: Closed

Disclaimer

Check the background of your financial professional on FINRA's BrokerCheck.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and advisory services offered through Prospera Financial Services, Inc., Member FINRA, SIPC.

The information contained on this website is for general use, and while we believe all information to be reliable and accurate, it is important to remember individual situations may be entirely different. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us or the purchase or sale of any securities.


Copyright © 2023 Goff Wealth Management, all rights reserved.
330 Settlers Trace Blvd, Unit B,  Lafayette, LA 70508   (337) 534-4987
  • Home
  • About
    • Our Commitment
    • Services
    • Your Team
    • Our Partners
    • Our Mission
    • Useful Links
  • Our Media
  • Our Services
    • Retirement
    • Estate
    • Investments
    • Insurance
    • Tax
    • Money
    • Lifestyle
  • Tools
    • Glossary
    • Tax Resources
  • Contact
  • Blog
  • Client Login
  • Current Events