Keith Goddard

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specialties include wealth management for individuals with portfolios of 500 000 or more financial planning wealth management investment strategy client resources market insights portfolio management risk management asset allocation custom portfolios fiduciary investment advisor retirement planning education planning tax strategy estate planning women’s investment strategies certified financial planner investment performance standards diversification chartered financial analyst market analysis financial independence long-term growth client support investment philosophy tactical investment strategies bond strategies etf strategies income generation market volatility social security planning custom investment solutions personalized financial services transparency client education risk metrics wealth management team holistic planning comprehensive financial plan sustainable investing advisor support generational wealth client relationships multi-generational planning active management individual equities dividend income financial strategy market trends investment management financial services law practice legal services