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Raymond James

(1)

Individual Bonds, Managed Futures and Reits), Annuities (Both Fixed and Variable)

“Great location and staff.”

FAQs

Are your fees tax deductible?

Yes. The Internal Revenue Code permits an itemized deduction for tax and/or investment advice in the miscellaneous section of Schedule It is subject to a 2% floor of the adjusted gross income on a personal tax return. Please ask your tax advisor for further information.

Who is a typical Goodwater Wealth Management client?

We represent a wide variety of clients, including retirees, corporate executives, and self-employed business owners. Our average client lives in Georgetown, is either nearing or already in retirement, and has $600,000 or more in assets with us.

Can you help me with my taxes?

Although you'll find tax considerations throughout our analyses and recommendations, and although we have a great deal of individual tax experience, we do not directly prepare tax returns. We routinely work with our clients' accountants to ensure a two-way exchange of information, facilitating the accountant's return preparation and an accurate view of our clients' tax situation. With our extensive experience and contacts, we can recommend tax preparers to clients who will benefit from this assistance.

Get the answers to more questions on the FAQ page on our website.

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Maslon

(1)

“Lovely, yet straight forward communicationas about bookkeeping processes.”

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Wise Counsel Wealth Management

Estate Planning, Financial Planning, Retirement Planning

“The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helpi...”

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Trail Ridge Trading

(1)

“I'm doing this review because I'm helping Google Maps uncover facts about places.”

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Upstream Investment Partners

“Do you feel confident in your financial future? At Upstream Investment Partners, we're here to help you take control of your money so you can focus on what really matters. Whether you're just getting started with your financial planning or are alread...”

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Lexington Financial

“We have built a team of professionals with specialized knowledge who work together to collectively serve your needs. We believe a targeted, pointed financial strategy can have a tremendous affect on every aspect of your life.”

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Slaton Schauer Law Firm

(10)

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“We wanted to setup a trust rather than have a will, and they helped us through what should have been confusing for a layman, but they made it very straightforward.”

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Reap Financial

(24)

Managing
Questions
Meeting

“With every meeting we see the enormous benefit that Leah and REAP have brought to our retirement plans and how their constant connection to the market affords us the opportunity to make adjustments at more appropriate times.”

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Miller, Ross & Goldman Commercial Debt Collection Agency

(30)

Results
Future
Efficient

“Of course, I was delighted they were able to collect from a former deadbeat client, but as a small business owner, I no longer feel powerless on those rare occasions when a client refuses to pay.”

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Seniors Financial Solutions

“Do not assume that you have to lose your loved one's life savings before you can obtain Medicaid eligibility. The Medicaid Eligibility Handbook published by the Texas Department of Health and Human Services Commission provides for many financial rule...”

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Rock Business Solutions

(20)

Accounting Services, Payroll Services, Quickbooks Services

“She has helped us with different needs over the years to include: Quickbooks, data entry, payroll services, accounts payable/receivable, reports to prepare for taxes, etc.”

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Larry J Phillips Iii, CPA

(19)

Tax Returns
Communication
Corp

“As things began to grow I started to realize that I was in over my head in certain areas and I brought Larry on as a consultant to help streamline my systems/processes and lay a solid infrastructure that would allow my business to thrive under curren...”

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Strategic Investment Management

(1)

“Known Roger Brooks for decades.”

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Pacifica Capital Investments

Individually Managed Accounts, Partner With Pacifica

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Common Cent$ Business

(1)

Business Services, Tax Services, Services For Quickbooks

“Communication is awesome always answers the phone and my emails right away.”

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True Financial Group - Scott Brischke and Marie Freemyer

(2)

“He is thorough, detail oriented, focused on relationships, and has achieved the results we set out when we first met.”

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Jesse Dominguez CPA

(1)

“Jesse also answer any financial and business accounting questions I might have.”

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Commissionally

(3)

“ I called and Clayton answered all my questions and he would send me texts with updates, which was super convenient since I already get a ton of emails.”

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Espira Wealth Management

(2)

Retirement Planning, Meet Jennifer, What To Expect When Working With Us

“No matter how good we think we are at our own long term financial planning, I can assure you she knows more and can really help to optimize your strategies.”

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Larson Financial Advisors

Home, Sign Up For Free Financial Newsletter, Resources

“First, our focus on risk control and avoiding negative markets is unique. I have learned over the years that the difference between the good investors and the poor ones is not how they perform in a strong market that helps everyone, but how they cont...”

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Burrows Financial

(1)

“Friendly people”

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Helptxteachers

(1)

“Clint helped me finally come to understand my TRS and 403b account as well as learn other options for my retirement, no strings attached.”

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Argent Wealth Management

(1)

“It is simple to highlight the benefits of working with them but it is summed up as “true confidence” in my financial plan.”

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Sapphire Wealth Management

(1)

“I've been working with Liz for over 6 years and have nothing but great things to say about her and completly trust her as my financial advisor.”

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Average Cost	$3384
Minimum cost	$1128
Maximum cost	$9587
Avg Per Hour Rates	$339

Best Financial Advisors in Georgetown, TX

The highest-rated Financial Planning & Wealth Management companies out of 148 vetted & reviewed in the Georgetown area.

Raymond James

Maslon

Wise Counsel Wealth Management

Trail Ridge Trading

Upstream Investment Partners

Lexington Financial

Slaton Schauer Law Firm

Reap Financial

Miller, Ross & Goldman Commercial Debt Collection Agency

Seniors Financial Solutions

Rock Business Solutions

Larry J Phillips Iii, CPA

Strategic Investment Management

Pacifica Capital Investments

Common Cent$ Business

True Financial Group - Scott Brischke and Marie Freemyer

Jesse Dominguez CPA

Commissionally

Espira Wealth Management

Larson Financial Advisors

Burrows Financial

Helptxteachers

Argent Wealth Management

Sapphire Wealth Management

Retirement Planning and Investment Management Services in Georgetown, TX Cost Estimates

Why these companies made our list

Wealth Management Advisors near Georgetown

Popular in Georgetown