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
1 Securities / Insurance Brokerage
About...
1 Carl D. Goodin is a Registered Representative of and offers securities products and services through Royal Alliance Associates, Inc., Member FINRA / SIPC, a registered broker/dealer. In this regard, this communication is strictly intended for individuals residing in the States of Missouri, Ohio, and Colorado, and no offers may be made or accepted from any resident of any other state.
Carl D. Goodin is also separately registered as an Investment Advisor Representative of Financial Planning Associates, Inc., 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.
A broker-dealer “BD”, investment advisor “IA”, a BD agent, or IA Representative may only transact business in a state if first registered in that state, or excluded or exempt from registration in that state as a broker-dealer, investment advisor, BD agent, or IA Representative, as appropriate. Follow up, individualized responses to persons in a state by such a firm or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of a broker-dealer, investment advisor, BD agent, or IA Rep a consumer should contact his or her state securities law administrator.
Hyperlink Disclaimer: The information being provided is strictly as a courtesy. When you link to any of the websites provided herewith you are leaving this site. Financial Planning Associates, Inc. and Royal Alliance Associates, Inc. make no representation as to the completeness or accuracy of information that is provided at these sites. Nor are the companies liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technologies, sites, information and programs made available through this site.
When you leave the website of Financial Planning Associates, Inc. you assume total responsibility and risk for your use of the site you are linking to.
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