Goodman Financial

Congratulations to our Financial Planner, Isabella Gomez, on passing the CFP® exam!

This accomplishment reflects her hard work, dedication, and commitment to providing thoughtful, client-focused financial planning.

Please join us in celebrating this well-deserved milestone. We're proud to have Isabella on the Goodman Financial team!

Retirement isn't the starting point of financial planning - it's the result of it.
In her latest article, Senior Financial Advisor, Diana Castro, CPA, CFP®, breaks down why treating financial planning as a "someday" retirement task can mean missing years of decisions that actually shape it: career changes, major purchases, growing a family, tax strategy, and protecting what you've already built.

The earlier you coordinate these pieces, the more optionality you keep and the less you're forced to react under pressure later.

Read the full article:

Why Financial Planning is Not Just for Retirement - Goodman Financial Financial planning is often framed as a retirement exercise. In reality, retirement is simply one outcome of years of earlier decisions. Waiting to

We're proud to celebrate two exceptional women on the Goodman Financial team! Congratulations to Morgann Zimmer, CFP®, Director of Financial Advisory Services, and Diana Castro, CPA, CFP®, Senior Financial Advisor, for being named InvestmentNews 2026 Top Female Financial Advisors in the U.S. - $100M Club.

This prestigious recognition honors female advisors who individually manage more than $100 million in assets under management, placing them among a distinguished group of professionals helping lead the future of wealth management.

We're incredibly proud of Morgann and Diana for this well-earned recognition and grateful for the expertise, leadership, and client-first approach they bring to our team every day!

Read more: https://www.investmentnews.com/best-in-wealth/top-female-financial-advisors-in-the-us-100m-club/266913

We're excited to share that Goodman Financial Corporation has been recognized by Financial Advisor Magazine as one of America's Top RIAs for 2026.

This recognition reflects the trust our clients place in us every day and the dedication of our incredible team to delivering thoughtful, fiduciary financial guidance.

For more than 35 years, we've remained committed to helping individuals, families, institutions, and business owners pursue their financial goals with personalized planning and investment management.

Read more about the 2026 rankings here: https://www.fa-mag.com/news/the-stars-are-aligned-87627.html?section=133

We're proud to be a partner of Houston Sports & Social Club and help members prepare for what's next with personalized, fee-only fiduciary financial planning. Here's to building strong partnerships - on the court and in life!

Choosing a financial advisor is one of the most important financial decisions you'll make, so how do you know if it's the right fit?

In her latest article, Financial Planner, Anna Ceker, breaks down 7 key questions every person should ask before hiring a financial advisor - from fiduciary status and fee structure to investment philosophy and communication expectations.

A great advisor won't shy away from these questions. They'll welcome them.

Read the full article:

What Questions Should I Ask Before Hiring a Financial Advisor? - Goodman Financial Hiring a financial advisor is an important decision—one that can shape your financial life for decades. Yet many people feel unsure about what

A huge thank you to Katz Coffee for the delicious cold brew samples and awesome mugs! Our team is already putting them to good use and enjoying an afternoon coffee break. We appreciate the thoughtful treat!

Join Robin Kollannur, Chief Investment Officer, and Ben McCue, CFA, Associate Portfolio Manager, as they break down June's market activity, including the record-setting SpaceX IPO, the next phase of the AI investment cycle, and what investors should watch as we move into the second half of the year.

June 2026 Market Commentary - Goodman Financial June was a volatile month for equity markets, with the optimism coming from a de-escalation of the Iran conflict tempered by a more hawkish tone from the

Backdoor Roth. Mega Backdoor Roth. Same thing? Not quite.

Senior Financial Advisor, Hunter Coday, CFP®, walks through how each strategy works, who qualifies, the tax reporting involved, and the one rule (Pro-Rata) that can quietly reduce the benefit if you're not careful.

Read more:

Roth Contribution Strategies for High Income Earners - Goodman Financial Contributing to Roth accounts is appealing due to their potential for tax-free growth and tax-free distributions for account owners and