Nathan Goodman
CFP®
Family Investment Center
Financial Planner
Nathan Goodman
CFP®
Family Investment Center
Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Nathan Goodman, CFP®
Fee-Only financial planner located in Lenexa, KS, serving clients locally and across the country
Nathan Goodman is a Lenexa, KS fee-only financial planner. Family Investment Center provides comprehensive financial planning, investment management, and retirement planning to help individuals and non-profit groups organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Nathan Goodman is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Nathan Goodman is a fee-only financial advisor at Family Investment Center, located in Lenexa, KS
An experienced fee-only financial planner, I work with a strong team helping many families across the United States fulfill their dream of reaching financial independence. Our focus on middle and upper-middle class clients allows us to provide holistic, fiduciary advice and investment management on a fee-only basis.
I enjoy providing advice through proven systems and processes to make money work efficiently and effectively for clients to be able to achieve their goals. Being the trusted resource for clients gives them confidence knowing they have a reliable and professional resource that they can access at any time which relieves the stress and burden that comes with making important financial decisions in their lives.
I’ve been working professionally in personal financial planning for a decade now providing advice to hundreds of client families. After obtaining my undergraduate degree in business administration from Kansas State University I attained the FINRA series 7 and 66 security registrations, as well as the KS & MO Life, Accident, and Health Insurance Agent Licenses. I became a CERTIFIED FINANCIAL PLANNER™ in 2014 and have also been a registered tax return preparer since 2012. I feel that having a well-rounded background in personal finance and asset management allows me the ability to provide holistic fee-only financial planning advice to my clients.
Family Investment Center is a commission-free investment advisory firm. Based in St. Joseph, Missouri, we also have a planning office in Lenexa, Kansas. We help families and other groups organize and manage investments. Our goal is to simplify accounts and objectives, reduce investment costs, locate superior products and providers, and help improve investment performance.
Unlike stockbrokers and commission-compensated advisors, we are independent and commission-free. We don’t sell any products, represent any outside companies, or accept commissions. We represent our clients only. Because there are no third-party agendas or conflicts of interest, we focus clearly on client goals, without costly sales commissions.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Nathan Goodman is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Nathan Goodman is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Nathan Goodman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Nathan Goodman
Office Locations:
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11253 Strang Line Rd
Lenexa, KS 66215
