Services

Our Firm

Godley Wealth Management is a full-service financial firm committed to helping people pursue their unique financial goals. We offer a variety of financial products and services to both individuals and business owners.

Please contact us to find out more about the range of financial products and services we provide that can help you with your financial strategy.

How We Work

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Investments

Annuities

Mutual Funds

Certificate of Deposit

U.S Treasuries

Financial Planning

401(k) retirement plans and Individual Retirement Accounts

529 qualified tuition plans

Group Retirement and savings plans

Simplified Employee Pension Plans

Qualified Retirement Plans

Other retirement savings plans designed specially for employee groups

Insurance

Life Insurance

Long-Term-Care, disability and critical illness

Health Insurance Group health benefits

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@godleywm.com | 337-466-2210