Carl D. Goodin, CFP
Welcome to the website for
Financial Planning Associates, Inc.
300 Ozark Trail Drive, Suite 215, Ellisville, MO 63011
Carl D. Goodin, CFP
I've been helping my clients reach their goals for more than twenty years, by using The Financial Planning Process as a starting point for establishing and maintaining an appropriate action plan, and by using Markowitz Mean Variance Portfolio Optimization to manage investment risks.
636.527.5010 Our services...
carl@fpai.net Fee-based Asset Management
Fee-based Personal Financial Planning
Personal Insurance Consulting / Brokerage
About...
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Financial Planning Associates, Inc. is a Missouri Registered Investment Advisor, offering advisory services in the State of Missouri. As such, these services are strictly intended for individuals residing in Missouri.
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