• Howard Goodfriend

    Financial Advisor

    Branch Manager, JD

Howard Goodfriend has more than 25 years of experience in financial and retirement planning and is also a branch manager with Raymond James Financial Services. He strives to deliver high quality, unbiased service and engineers personalized investment portfolios, as well as retirement and estate plans. His relationships with clients are caring, ongoing and interactive. Once a financial plan is created, he maintains regular contact with clients to help ensure their needs and objectives are met as their life and family circumstances change over time. Howard enjoys educating his clients on current financial issues and has conducted numerous lectures on investing, retirement and estate planning to both public and private organizations over his career. His primary objective is to tame the complexity of his clients’ financial affairs, so they can relax and enjoy life without having to spend their precious free time researching investments, or learning regulations.

Howard graduated from the University of Illinois at Urbana-Champaign with a bachelor’s degree in Economics. He also holds a law degree from the John Marshall Law School. In addition to the branch of the firm that he manages in downtown Chicago, he also operates a location of the firm in New York’s financial district.

Howard's Areas of Focus:

  • Risk Management - balancing and monitoring portfolios to help reduce risk and potentially optimize growth.
  • Retirement Planning - helping grow retirement assets in advance of retirement and maintaining comfortable level of monthly income after retirement.
  • Minimizing and Deferring Income Taxes - comprehensive analysis and creation of IRA, Roth IRA, 401k, 403b and other qualified plans to help maximize tax efficiency and deferral.
  • Reducing Estate Taxes - creating gifting and estate plan strategies to transfer wealth to heirs while minimizing exposure to probate costs and estate taxation.
  • Disciplined Saving Strategies - direct deposit into investment accounts and dividend reinvestment for meaningful wealth accumulation over decades.
  • Charitable Estate Planning - devising plans designed to efficiently transfer assets to charitable organizations.
  • Education Planning – planning for funding of children and grandchildren’s college education.

* Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.