Sound, capable, reasoned advice, rooted in decades of professional experience. That’s what you can expect when you work with the professionals at The Goff Investment Group at Benjamin F. Edwards & Co.

Led by Janel Goff, a 20-year financial services industry professional, each of the members of The Goff Investment Group has extensive experience working with individuals, business owners, foundations, not-for-profit organizations, and others.

This dynamic group of individuals is dedicated to developing long-term client relationships, while offering comprehensive financial advice with an overarching commitment to putting their clients’ interests first in an atmosphere grounded in trust, integrity and mutual respect.

When working with The Goff Investment Group, you can be assured that they will take the time necessary to get to know you and gain a complete understanding of your financial goals and objectives. Out of these discussions a comprehensive, goals-based, wealth management approach emerges, which is designed to meet those needs. Their high-touch service does not stop here.

You can also expect The Goff Investment Group to check in with you regularly to ensure that the agreed-upon direction and strategy is performing as expected, and that you haven’t had any changes that might affect your long-term plans.

• Retirement planning
• Wealth transfer
• Insurance evaluations
• 401(k) rollovers
• Business transition issues
• Investment plan evaluations (a.k.a. “second opinions”)

In addition to offering personalized investment advice for the last 20 years, The Goff Investment Group and Janel Goff have hosted “Invest in Yourself,” a monthly luncheon series designed for business executives and small business owners to provide education and insight on issues of interest, along with the opportunity to network professionally.