Bryant Goodman is an associate of Charlotte-based WealthPlan Financial Partners and an Investment Advisory Representative of Lincoln Financial Securities. Bryant earned a degree in Finance from the Calloway School of Business and Accounting at Wake Forest University.
Individuals, families, and business owners need customized financial solutions, and help implementing these solutions. Bryant is able to offer a variety of options to best serve their needs. Products and services include: financial needs analysis, life insurance, annuities and investments, as well as college, business, estate and retirement planning.
Bryant believes individuals, families, and business owners are looking for help with their financial planning and security. They desire someone they can trust; however they often do not know where to look. They want integrity, honesty, and respect. This belief drives his passion to reach out and assist.
Bryant believes individuals, families, and business owners are looking for help with their financial planning and security. They desire someone they can trust; however they often do not know where to look. They want integrity, honesty, and respect. This belief drives his passion to reach out and assist.
Bryant seeks to build a client relationship built around trust and mutual respect. Bryant and his clients are teammates. Their common goal is to set and achieve goals and to continue the planning process as their lives change. Bryant understands financial planning is a process in which the client advisor relationship is a partnership.
*Bryant Goodman is a Registered Representative offering securities and advisory services through Lincoln Financial Securities Corp. (Member SIPC).
Join us each Wednesday at 9am for Ballantyne @ 9. Email p.mcrae@mka-world.com for details.
