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Assembling a financial plan is an
extremely complex task that demands someone who understands how to
orchestrate all of the complex nuances of planning, like: Investing, Estate
Planning, Taxes, and Insurance. George Goodroe CFP TM, has been working with people since 1982 who
want to perfect their financial plans.
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George was born in Boston Massachusetts and came to live in St.
Petersburg Florida in 1965 when his father retired from the military. After
finishing school, he worked as a professional photographer, until he was
introduced to the financial planning business by a friend. It wasn't long
before George decided that the photographic world had lost a budding
artist.
Pension planning and investing is George's passion. He creates customized
spreadsheets that can approximate a retiree's income stream before and after
retirement. These plans allow his clients to factor in many variables
including; current and future investments, interest, inflation, and income
needs.
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Besides his financial
planning business, George has many other interests. He is a self taught
guitar player favoring acoustic guitar. He has played chess since grade
school and is a chess coach with the United States Chess Federation.
After teaching his children to play, he founded
Pinellas Free
Chess, an organization that teaches chess to children. George also has
a mind to the past and has been a licensed amateur radio operator since 1995.
He is a competitive target shooter, and is an admitted computer nerd.
George and his beautiful wife Cynthia have three children and still live in
St. Petersburg.
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Accessibility is just one
of George's many strong points. He has always tried to stay on the cutting
edge of technology and uses many modern tools to organize and service his
growing clientele. These tools (cell phones, laptop computers and
Palm Pilot organizers to name a few) help George to stay abreast of
requests and have helped him to stay no farther than a phone call
away.
George has made it a point of staying on top of the changing economy,
He is a Certified Financial Planner TM , and a Life Underwriter Training Council Fellow. Call George today
for a review, he will help you and your plan to make beautiful music
together.
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George Goodroe CFP TM
9675 4th Street North
St. Petersburg, Florida 33702
Office 727-578-2828 x122
Fax 727-578-6500
Toll Free 888-366-9935 x122
Email: georgegoodroe@legendequities.com
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Securities offered through Legend
Equities Corporation, Member FINRA & SIPC
Branch: 9675 4th Street North St.
Petersburg, FL 33702
Natl. WATS (888) 366-9935
Local (727) 578-2828 Fax (727) 578-7600
George Goodroe CFPTM, Registered Representative
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 VISITS
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