About Goodman Tolbert Financial
Addressing All Your Financial & Tax Planning Concerns
WHY CHOSE US?
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Collaborative Approach
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Experience & Expertise
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Visionary Industry Leaders
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Creative Solutions Tailored To The Client
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Innovative Growth Strategies
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Superior Client Support & Education
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In-home Services Available
WHO WE ARE
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs today and for many years to come. Our clients benefit from our extensive tax knowledge to help them make better choices across all their financial decisions.
Meet The Team
Bobby Goodman
Founder & CEO
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As the Principal, Bobby is responsible for running all facets of the business. Bobby has proven executive management track record and over 25 years of experience in taxes, accounting, tax planning and the tax advisory industry. Primary focus will be 401k, Roths and life insurance.
Daphne Martin
Insurance /401K Advisory
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Educate individuals and help them make informed decisions about retirement. Consult on 401k /Roth plan structures to maximize retirement savings and ensure compliance with regulations. Her key responsibilities is to help navigate complex regulations, reducing the risk of non- compliance and potential penalties.
Jennifer Marilla
Legal Assistant
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Specialize in Estate Planning, Trust, and Asset protection. She will oversee the firm's Trust and Estate Department. Jennifer brings 10 plus years of experience into the organization. Her attention to detail is unparallel. She drafts, read and interpret our legal documents. Prepare probate court filings, inventories and accounting.
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
WARREN BUFFET