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About Goff Financial Group
Goff Financial Group is a fee-only, independent Registered Investment Advisor based in Houston, TX. Established in 1994, the firm is dedicated to serving long-term investors by providing objective and conflict-free financial advice. Unlike traditional financial advisors, Goff Financial Group solely earns compensation from its clients, avoiding commissions or fees from financial products. This approach ensures that their advice is unbiased and solely in the best interests of their clients.
The firm specializes in offering customized investment management services, including tax-efficient strategies, retirement income planning, and investment recommendations for executive-deferred compensation plans. They also provide ongoing financial planning and coordinate services with clients' tax and legal advisors.
Committed to transparency and client trust, Goff Financial Group emphasizes full disclosures, transparent reporting, and tailored investment solutions. Their approach has garnered the trust of individuals, couples, and employees from various sectors, particularly the energy industry. Over the years, their disciplined and ethical business practices have led to steady growth and a strong reputation in the financial advisory field.
Pricing options
Regulatory filings
Areas of specialty
- Tax-Efficient Investment Strategies
- Independent Investment Research
- Strategies For Nonqualified Stock Options
- Executive-Deferred Compensation Plans
- Retirement Income Planning
- Ongoing Investment Management
- Ongoing Financial Planning.
More about Goff Financial Group
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 114796 | 4 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Goff Financial Group.