Retirement Income PlanningIndexed AnnuitiesMedicareLife InsuranceLong Term Care PlanningSocial Security PlanningAnnuities
About Andrew Goodin, RSSA, CLTC — Plano, Texas
Protecting Families' Savings and Independence in DFW, Texas Since 1978Andrew Goodin is a well-respected Retirement Income and Long Term Care Insurance Specialist serving families throughout the DFW metroplex. With over 47 years of experience, Andrew has dedicated his career to helping families protect their savings and maintain their independence through guaranteed retirement income strategies and comprehensive long-term care planning.
Comprehensive Safe Money and Medicare SolutionsAs the founder of Project Financial Group Inc, Andrew leads an independent insurance agency representing many of the major carriers in annuities, long-term care insurance, Medicare, and life insurance. His independent status allows him to shop the market for the best solutions tailored to each client's unique needs, rather than being limited to a single company's products.
Deep Industry Experience and Professional BackgroundPrior to establishing his independent agency, Andrew built an impressive 35-year care...
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Frequently Asked Questions About Financial Advisors in Plano, Texas
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.