Howard Goodfriend Financial Planner Branch Manager, JD Direct: 312-922-3769 Contact Us

We specialize in investment, retirement and estate planning strategies. Working closely with clients, we structure their finances with the goal of managing investment risk effectively, securing retirement income and maximizing asset transfers to future generations. Rather than a generic investment program, we can offer you a personalized and ongoing financial strategy based on your unique situation, preferences and goals.

Our Firm

In 2009 Raymond James clinched first place among full service brokers in the SmartMoney Annual Broker Survey. And in the J.D. Power and Associates 2008 Full Service Investor Satisfaction Study^SM Raymond James ranked "Highest in Investor Satisfaction with Full Service Brokerage Firms". Also, Forbes magazine listed Raymond James as the only investment services firm among the large-cap and mid-cap companies in its 2008 ranking of America’s most trustworthy companies.*

*Refer to disclosures on the About Us page.

What Now?

The past three years have been an extremely volatile period for investors. Are you wondering what to do going forward?

• Your portfolio has not been rebalanced in response to market conditions. Are you allocated to protect against declines and benefit from a continued market recovery?
• Your current advisor or firm has not maintained sufficient contact with you. Can you achieve a higher level of service and communication elsewhere?
• Your retirement accounts have declined significantly, despite the recent partial market recovery. Can you maintain your current lifestyle, and retire when you had originally hoped to?
• Your advisor has changed firms, or your advisor’s firm has been taken over by another company. Is this firm well suited to meet your needs?
• You've changed jobs, been laid off or have retired. What should you do with your 401k plan from your former employer?
• Your retirement and investment accounts are scattered at several different financial institutions. Can consolidation of your accounts simplify your life? 
• You are seeking a higher level of income on your retirement assets. What choices make sense in this current period of low interest rates?

We would be glad to provide answers to these questions and construct an ongoing plan that is in alignment with your unique objectives. Please contact us to plan a meeting to discuss your specific goals.