Thomas
Goodwin
,
CFP®, EA, GFP Fellow
Firm Details
FL Putnam is a New England based investment management and financial planning firm which specializes in building portfolios which align with our clients values and goals.
Countries of Expertise
Canada, Australia, United Kingdom
Biography
Tom works closely with FL Putnam's investment advisors to help his clients navigate their complex financial lives. Tom utilizes a holistic wealth management process by incorporating core elements of financial planning: financial positioning, asset protection, investment management, cash flow, tax management, retirement planning, and estate and legacy planning. He also coordinates with his clients’ family members, outside advisors and with other members of their professional team. Mr. Goodwin has been CERTIFIED FINANCIAL PLANNER™ professional since 2005 and has more than 25 years of experience in the profession.
Specialties
Retirement Planning, Tax Planning, Estate Planning
Billing Types
AUM and Flat Fee Retainer
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