Welcome to the website for

 

Financial Planning Associates, Inc.

300 Ozark Trail Drive, Suite 215, Ellisville, MO 63011

Carl D. Goodin, Pres.

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Carl Goodin, CFP(R)

 

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.

 

Call me.

636.527.5010                Our services...

carl@fpai.net                       Fee-based Asset Management

                                                                 Fee-based Personal Financial Planning

                                                                        Personal Insurance Consulting / Brokerage                                                    

 

             Efficient diversification can reduce portfolio risk...click on "Portfolio Optimization" to learn more.

 

 

About...

FPAI

Carl D. Goodin 

Financial Planning Process

Portfolio Optimization

Cash Flow Planning

Retirement

Insurance

Estate Planning

Questions

Tax Planning

Financial Terms

Test your knowledge

FPAI Client Account Login Data Survey Forms You should know Schwab Alliance Login

 

 

 

 

 

 

 

 

 

Financial Planning Associates, Inc. is a Missouri Registered Investment Advisor, offering advisory services in the State of Missouri. 

 

CFPTM Disclosure       

 

 

 

 

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