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GOODSON WEALTH MANAGEMENT

®

Lifevesting Process

Consider how many pieces make up your financial situation. Similar to a puzzle, financial decisions must fit together to successfully complete the big picture. Any process you employ must be comprehensive in scope, with interdependent components. In other words, Holistic.

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Holistic wealth management is more than planning and reporting, it’s how we help our clients manage their daily lives. Of course, Goodson Wealth Management employs strategies to build wealth. Yet, we go deeper to manage expenses, protect families, lifestyles and assets, plan income for now and in retirement, and prepare to pass wealth on to the next generation. We call that level of service Lifevesting. It’s our comprehensive approach incorporating financial planning, taxes and cash flow, insurance needs, banking needs, retirement planning and estate planning.

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At Goodson Wealth Management we have the expertise and necessary resources to provide true holistic wealth management. To do so, we have partnered with Eudaimonia Group, a leading wealth management ecosystem that leverages human expertise and financial technology resources to enhance the lives of every advisor and client.

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Phone: (931) 968-1127
Toll Free: (877) 843-1411
Email: info@goodsonwealth.com

WINCHESTER LOCATION
1791 Bypass Road
Winchester, TN 37398

NASHVILLE LOCATION
By Appointment Only
818 18th Avenue South
Suite 950
Nashville, TN 37203 

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©2023 Goodson Wealth Management. All rights reserved.
 

Investment advisory services offered through Eudaimonia Partners, LLC, a registered investment adviser.

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Eudaimonia Partners, LLC (“Eudaimonia”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Eudaimonia and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Eudaimonia unless a client service agreement is in place.

 

Securities offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC. Goodson Wealth Management and Eudaimonia Partners, LLC are separate entities from Purshe Kaplan Sterling Investments.

Check the background of your financial professional on FINRA’s Brokercheck

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The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. 

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The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites. 

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