Our mission is to provide a full range of financial solutions to help our clients protect assets while building wealth. Our primary area of focus involves the analysis and structuring of complex risk management and estate planning projects for family offices, business owners, and corporations.
||Corporate and Business
We help corporate clients understand the ongoing complexities of financial management and implement solutions to protect assets, improve performance, and increase employee satisfaction.
||Private Client Groups
We help private clients with charitable gift planning, asset protection, and wealth management.
We take great pride in our commitment to serving our client's financial needs.
It is our privilege to further that commitment by providing ongoing information
as changes in legislation and tax regulations become more complex.
See the letter
from the founder to understand the values on which our practice is built.
We build a strategic plan to protect your income and savings.
We implement the plan and begin accumulating money for the future.
Finally, we analyze the results to ensure that financial goals are met.
Leah D. Goodwin is the Founder, Principal and CEO of Goodwin Financial
and the World Investor Network. Her successful career as a gymnast earned her
several scholarships and led to her selection as the spokesperson for the City
of Dallas. In 1995, she began working with Prudential Insurance and Financial
Services. For 6 years, she specialized in helping numerous families protect their
loved ones through the proper implementation of life and disability insurance,
wills and trusts. Ms. Goodwin emerged as one of Prudential's top producers working
with high net worth families, privately held businesses, publicly held companies
and multi-national corporations. As a benefits specialist, she provided corporate
retirement planning, risk management, and business continuation planning for numerous
companies, including Monster Cable and Texas Premium Foods.
In 2001, she founded Goodwin Financial, which specializes in benefit planning
for pensions and succession planning for business owners. Goodwin
Financial also specializes in planning and executing the successful transfer of
wealth to second and third generations. Ms. Goodwin, founded the
World Investor Network. WIN provides a forum to educate investors on timely issues
concerning the global financial environment. Members include: Foundations, endowments,
investment management firms, and family offices. Ms. Goodwin is a Charitable Advisor
of the National Community Foundation. She holds a Bachelor's degree in the interdisciplinary
studies of Business Administration/Management from Dallas Baptist University and
lectures widely on retirement planning, wealth preservation, and estate planning