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Smart Planning.Lifelong Success.

Paving the way for enduring financial well-being.

Tammy Goodman Financial, LLC is an independent firm delivering holistic financial guidance through personalized collaboration, in a fixed-fee structure.

OUR PLANNING STYLE

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​Financial planning is not a synonym for investment selection – it integrates many facets of financial life, such as cash flow, savings strategies, compensation and benefits, tax planning and risk management. All play a role in long-term financial success, and connecting the dots is key.  

PLANNING CENTRIC

COLLABORATIVE

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​We’ll work together in a way that helps you make well-informed, mindful decisions to align you on your path of progress, in a style aimed to help you feel educated and empowered about each financial decision you make.

TAX SAVVY

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​Our planning incorporates tax planning along the way since taxes impact so many aspects of your financial life, not just during tax season. From Roth strategies, tax-efficient investing, tax bracket management, and beyond, we’ll work to help you keep more of what you’ve earned. 

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MEET YOUR ADVISOR

Tammy Goodman, CFP®, EA, MBA, CECP

is an enthusiastic financial planner who can skip the jargon and break things down into bite-sized pieces.

HELPING CLIENTS SHAPE THEIR FINANCIAL LIVES

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Do any of these sound like you?

Based in the vibrant city of Charlotte, North Carolina, although technology has made working together geographically agnostic. All client meetings are held virtually, ensuring convenience and flexibility.

PROFESSIONAL AFFILIATIONS

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Tammy Goodman Financial, LLC  |  P.O. Box 12752, Charlotte, NC 28220 

Disclaimers

Tammy Goodman Financial, LLC (“TGF”) is a registered investment advisor offering advisory services in the State(s) of North Carolina and South Carolina and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by TGF in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Tammy Goodman Financial, LLC, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Disclosures

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