Do you fret about your financial future?
Assembling a financial plan can be an extremely complex task that demands someone who understands how to orchestrate the complex nuances of planning, like: Investing, Estate Planning, Taxes, and Insurance. George Goodroe, CFP® has been working with people since 1982 who want to create their financial plans.
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 are George’s passions. He can create customized spreadsheets to help his clients to visualize their potential income stream before and after retirement. These plans allow his clients to factor in many variables including; investments, interest, inflation, and income needs.
Besides his financial planning business, George has many other interests. He is a self taught guitar player favoring acoustic guitar. To this day, George remains an avid photographer (Online Portfolio). George formed Suncoast Medium and Large format Photography, (1) a club that keeps film photography alive. George also has a mind to the past and has been a licensed amateur radio operator since 1995, and is an admitted computer nerd. George and his beautiful wife Cynthia have three children and live in St. Petersburg.
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. George uses Profiles Forecaster, a financial planning software suite to help design fine financial plans for his clients. George also has made a point of always providing his cell phone to his clients and is never more than a phone call away.
George is a CERTIFIED FINANCIAL PLANNER™ Practitioner, 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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Branch: 9675 4th Street North St. Petersburg,FL 33702
Natl. WATS (888) 366-9935 Local (727) 578-2828 Fax (727) 578-7600
georgegoodroe@legendequities.com
George Goodroe, CFP®, Registered Representative