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Financial Planning

At Goodfield State Bank Investment Services, we offer a free initial consultation to evaluate your financial situation. We take time to learn about you, then craft and implement solutions to help you achieve your goals. But it does not stop there: our clients are welcome to meet with us any time they need to review their current situation, if their situation changes, or if it is time for a regular review.
While developing your personalized financial plan, we will walk you through a step-by-step process that will help make you feel confident in your financial decisions.

Client Centered

Once we understand your unique financial situation, we will develop and implement a detailed plan to work towards accomplishing your goals and objectives. This could include utilizing any of the following products or services:

  • 401(k) rollovers
  • Stocks, Bonds, Mutual Funds, and Annuities
  • Portfolio Construction & Management
  • Traditional and Roth IRAs
  • Employer Sponsored Retirement Plans
  • Retirement Income Planning
  • Education Savings
  • Investment Advisory Services
  • Life Insurance
  • Long-Term Care Insurance
  • Estate Planning Assistance

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