Services
Personalized Strategies to Help You Build, Protect, and Enjoy Your Wealth
At Goodman Green Wealth Management, we believe that financial success isn’t built on guesswork—it’s built on a strategy tailored to you. Our approach focuses on reducing risk, generating reliable income, and creating long-term financial stability. For more than two decades, we’ve been guiding clients through the complexities of retirement planning, investment management, and wealth preservation.
Whether you’re planning for retirement, seeking ways to maximize your income, or looking
to protect your legacy, our services are designed to meet your unique goals.
Financial Planning
The foundation of any successful financial journey is a well-structured plan. We work closely with you to define your goals, assess your current financial position, and develop a tailored strategy for the years ahead. From budgeting and savings to investment allocation, every decision is made with your long-term security in mind.
Retirement Income Planning
Retirement should be a time to enjoy life without financial worry. Our income-first approach helps you create renewable, sustainable income streams so you can enjoy your lifestyle without the constant stress of market fluctuations. We’ll help you determine when you can retire and how to maintain your desired standard of living.
Fixed Income Solutions
Our expertise in individually held fixed income securities enables us to help reduce your exposure to unnecessary risk while still generating competitive returns. By actively managing your fixed income portfolio, we can respond quickly to market changes, take advantage of opportunities, and seek higher yield or capital gains where possible.
Wealth Management
Affluence comes with its unique opportunities and challenges. We provide high-net-worth individuals, families, and trusts with strategic investment management, risk mitigation, and tax efficiency strategies—all designed to grow and protect wealth for generations to come.
Legacy & Wealth Preservation
You’ve worked a lifetime to build your wealth—now let’s make sure it lasts. Our wealth preservation strategies help protect your principal, maintain purchasing power, and ensure your values are carried forward for future generations.
Insurance Solutions
Part of protecting your financial plan involves protecting your health and income. We offer access to a variety of insurance products, including life insurance and Medicare supplement plans, to ensure that you and your loved ones are covered for life’s uncertainties.
Contact Details
GOODMAN GREEN WEALTH MANAGEMENT IN Downers Grove, CHICAGO, IL
Goodman Green Wealth Management
2001 S. Butterfield Rd. Ste 320 Downers Grove, IL 60515
+1 312-586-7373
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Goodman Green Wealth Management. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Goodman Green Wealth Management and Sound Income Strategies LLC are not associated entities. © 2024 Sound Income Strategies.
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