About Godfrey Financial Associates, Inc.
In 1995, Kathleen Godfrey founded Godfrey Financial Associates, Inc. a Registered Investment Advisory firm. Godfrey Financial Associates was built on the principles of objectivity, independent advice, and an unwavering commitment to clients. The long-term relationships we have built with our clients are testimonies to the trust we have earned. We are deeply committed to helping our clients build and maintain wealth, based on their individual values.
Because we are independent and free from conflicts of interest, we can use our best judgment in helping clients achieve their goals. As a Registered Investment Advisor, we have a fiduciary obligation to put our clients’ interest first.
Our mission is to educate, counsel and guide our clients toward their maximum personal wealth. We strive to give our clients: 1) knowledge, to understand their financial situation, and 2) encouragement, to act in a manner consistent with their principles.
Our Privacy Policy: Maintaining the trust and confidence of our clients is our highest priority. We maintain strict physical, electronic and procedural security measures that comply with or exceed applicable state and federal regulations to safeguard confidential client information.
Since 2000, Godfrey Financial Associates has donated at least ten percent of the company’s annual net profit to local non-profit organizations.
The Clients We Serve
In general, our clients are shifting from one phase of life to another and understand how important it is to live within their means. They recognize that achieving financial goals takes place over time, want a long-term plan for enhancing their wealth, and expect realistic investment returns.
Our clients have assets to invest, generally a foreseeable minimum of $250,000 to $1 million. They may be:
- Accumulating assets
- Facing retirement within 10 years
- Recent retirees
By considering our clients’ perspectives, we see the real effect of commissions, fees and taxes, and how they significantly detract from financial results. We never lose sight of the client’s unique needs and circumstances. With that client-centered point of view, we provide a financial planning approach which supports every client’s values as well as individual lifestyles. We encourage frequent communication, and design our services around each client’s unique goals.
