At Godfrey Financial, we provide our clients with a choice of services ranging from basic hourly consulting to complex financial planning.  It is our belief that people desire choices and that no two people's situations are exactly the same.  Because of this, we have positioned our company so that we are able to offer services specifically tailored to each individuals needs.

Our services fall into three general categories; Financial Planning and Consulting, Investments and Insurance, and Client Services.  Below is a list of some of the services we can provide.  This list is only a summary of services available, please contact us if you need further information, clarification or would like to meet with an advisor.

Financial Planning and Consulting:

Comprehensive Financial Planning

Specific Financial Planning

Hourly Financial Consulting
If we determine that a Financial Plan is not needed or wanted for a specific client, an hourly fee may then be charged for consulting services rendered to that client.

Investments and Insurance:
In addition to Financial Planning, Godfrey Financial also provides Investment Management services. 

Client Services:
These packages consist of a suite of services and deliverables provided to our clients for a yearly retainer fee.  They range in price based on the level of service desired by the client.  Three options are currently available to choose from.