William N. Goodson, CFP<sup>&reg;</sup> - Financial Advisor

William N. Goodson, CFP®

Financial Advisor

Financial Synergies Wealth Advisors

100 Independence Place, Suite 402
Tyler, TX 75703
FINANCIAL ADVISOR'S WEBSITE
(903) 258-9600 CONNECT WITH William
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General

William Goodson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Synergies Wealth Advisors in Tyler, TX and the surrounding communities.

Financial Advisor Overview

Financial Synergies Wealth Advisors, Inc. is a fee-only, independent Registered Investment Advisory (RIA) firm. We offer wealth management services with an emphasis on investment management and financial planning.

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Financial Advisor Experience

I have worked in the financial services industry since 2012. As a CERTIFIED FINANCIAL PLANNER™, I work with clients to review their entire financial picture. Through comprehensive wealth management, we focus on investment management and financial planning to ensure long-term goals are achieved.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - National Social Security Advisor (NSSA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Startup

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Helpful Financial Planning Resources