INDIVIDUAL FUNDED
RETIREMENT

INVEST IN YOUR FUTURE WITH CONFIDENCE.
FINANCIAL AND
INVESTMENT PLANNING

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About Us

Planning Futures

Since 1999, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.

A Proven Approach

How it Works

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Why Us?

Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.

Team

Jeff began his investment career in April, 1991 as a planner with AllReady Investments. He left AllReady in 1997 and started his sales career as an agent with Worker's Insurance Ltd. He’s been at Goodman & Partners since 2003. He fishes with his son in his spare time.

Jeff (Series 7 & 63)

" Jennifer began her investment career in June, 2000 as a planner with ACME Investments. She left ACME in 2005 and became an agent with Worker's Group. She’s been at Goodman & Partners since 2010. She hikes in her spare time. "

Jennifer (Series 7 & 63)

" Pedro began his career in June, 2001 as a broker with Doe Investments. He left Doe in 2004 and started his sales career as an agent with Worker's Group. He’s been at Goodman & Partners since 2007. He rock climbs in his spare time. "

Pedro #3 (Series 7 & 63)

Contact Us

Get in Touch

Email

Address

8026 Vantage Dr.Suite 103,San Antonio,TX 78230

Call at

+ (1) 210 683 0017

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