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Resources

PROCESS BROCHURES

  • Achieving Retirement Clarity (ARC)
  • Retirement Income Survival Kit (RISK)
  • Life Assurance 360 (LA 360)
  • The CARES Process

RISK MANAGEMENT

  • Who’s Managing your Policy?
  • Life Insurance Product Overview
  • Historical Achievement Rates
  • Choosing an Earnings Assumption on Life Insurance Products
  • Life Insurance Family Trees
  • Life Insurance Design Considerations
  • A Matter of Choice: Considerations for Selecting a Life Insurance Policy
  • Repercussions of a Sustained Low Interest Rate Environment on Life Insurance Products
  • Product One Pagers
  • Company STAR Rankings
  • LIDQ
  • Strategies for Recession Mitigation

WEALTH MANAGEMENT

  • 2020 Tax Reference Guide
  • Itemized Deduction Bunching
  • Evolution of Financial Planning
  • Multi-generational Financial Planning
  • Guaranteed Income for Retirement Assurance
  • Market Risk
  • The Impact of Inflation
  • Diversification – Don’t Put all your Precious Cargo in One Ship
  • Risk-weighted Return
  • The Sequence of Returns
  • Index vs. Active
  • Diversification 2.0
  • Annual Returns and Intra-Year Declines

Contact Us Today

Phone: 504-224-2793

Fax: 504-252-9075

3445 North Causeway Boulevard, Suite 903
Metairie, LA 70002

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Good Financial Group, LLC Business Relationship Disclosure

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Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment advisory services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor, 130 Springside Drive, Akron, OH 44333-2431 * 800-765-5201. Good Financial Group, LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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