Who We Serve
Guiding You Through Life’s Financial Milestones
Choosing the right financial advisor firm means partnering with a team that understands your goals and crafts a sophisticated plan that anticipates the uncertainties of a long life (30 years or more in retirement).
While we specialize in working with energy industry executives, we also serve successful individuals, families, and business owners looking for a fully independent wealth management firm that can provide complex financial planning and sophisticated investment services.
Pre-Retirees & Retirees
Wherever you are in your retirement journey, we’re here to help you make the most of your assets and plan confidently for a secure, comfortable future.
Even with more substantial wealth, it’s natural to question whether your retirement strategy is fully optimized or how today’s financial decisions may impact your well-being later in life.
Energy industry executives and spouses who are preparing to retire in the next five years
Couples who are in their early retirement years
Individuals and couples in their mid-retirement years
Small business owners who may be retiring in the next five years
Wealth Building Years
Building wealth is likely one of your top priorities if you’re in your prime earning years. We help you by optimizing your savings rates and providing investment management services that become more important as retirement approaches.
Our clients include:
C-level energy executives, as well as other professionals
Business owners and entrepreneurs
We work with clients who are employees and retirees of the following Houston Companies:
- Shell
- ExxonMobil
- Occidental Petroleum (Oxy)
- BP
- ConocoPhillips
- Phillips 66
- Chevron USA
- Hess
- Technip FMC
- CVR Energy
- Enterprise Products
- National Oilwell Varco
- Air Products
- Hilcorp
- FLUOR
The Goff Financial Group is not affiliated with or endorsed by any of the listed companies above, nor are we an administrator of their retirement plan benefits or any other benefits they offer their employees.
Ready to discuss your financial future with a team of dedicated investment professionals?
Schedule your free, no-obligation phone consultation today.
