Frequently Asked Questions
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What is a fiduciary?
A fiduciary is legally required to put clients’ best interests first — even when it is not profitable to do so — and to disclose all conflicts of interest.
The advisors at Godfrey Financial Associates take pride in their roles as fiduciaries to our clients.
What is the minimum amount needed to open a retirement account?
While there’s no minimum amount needed to open a retirement account, there are maximum contribution limits set in place by the Internal Revenue Service.
We can help you determine the best type of retirement plan for your specific needs.
Do you only work with women?
At Godfrey Financial, our current client roster is a robust mix of individuals and couples — both male and female — with incredibly diverse lifestyles and backgrounds. We wouldn’t have it any other way.
While many of our specialty services revolve around the specific needs of suddenly single women, our overall financial services are inclusive for all.