We help create, implement and monitor customized and comprehensive investment management, retirement income & lifestyle protection strategies for clients after a thorough understanding of their needs, goals, resources and tolerances.
Here’s our story. We look forward to hearing yours.
We are dedicated to helping people in the Las Vegas community eliminate financial stress and worry, to help them do the best they can with the financial resources they have, and to realize or maintain a life of financial independence so they can live life to the fullest!
Our services include retirement income planning, investment advice, insurance protection planning including life, disability and long term care insurances.
We are often able to help clients enhance their overall financial plan through the proper use of some of the following strategies:
Unique managed investment strategies
No annual fee annuity options with uncapped growth potential
The different and optimal ways annuity can be used as part of a comprehensive retirement plan. The unique features and benefits of specific annuity products that may make one annuity the optimal choice in one situation and the same annuity a terrible choice in another situation.
Tax free retirement strategies
Spousal income and Estate maximization strategies
The Bucket Plan
Discover the many opportunities available to help secure your financial future.
To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies and asset management services use insurance & investment products. We can also work in conjunction with tax professionals or attorneys in your or our network to help you have a comprehensive retirement & estate plan.
At Goodman Lifetime Wealth Strategies we offer you the following services:
In addition, we can refer you to professionals who provide the following services:
Your Insurance Professional or Investment Advisor Representative is not permitted to offer, and no statement contained herein shall constitute, tax, legal or investment advice. You should consult with a legal or tax professional on any such matters.
For a complimentary consultation to explore improving your financial future, and having Adam Goodman as your financial advisor contact us at info@AskAdamGoodman.com or call us at 702-462-7233 today!
By contacting us you may be offered information regarding the purchase of insurance and investment products.
Retirement Income Certified Professional®
Wealth Optimization & Protection Strategist
Adam Goodman is the founder of Goodman Lifetime Wealth Strategies. He entered the Financial Services industry in 2010 after two decades of personal experience in analytical and risk reward decision making capacities. He holds a Bachelors of Science degree in Business with a concentration in Finance from University Of Pacific.
He entered the industry upon the astonishment of learning about safe and secure savings options. He wanted to be a part of helping others understand about and have those strategies available to them as and when appropriate. His first 2 years were focused primarily in working with educators in Clark County with their 403B savings needs, helping them understand their PERS benefits, and help with their additional savings and protection needs. He quickly discovered there is a significant portion of the financial services industry that in his opinion is leading consumers astray. Ranging from providing sub-optimal advice and recommendations, to having a one-size-fits all approach, to even relying on financial strategies that have more risk and uncertainty than most consumers desire.
He came to the conclusion to truly serve his clients and make the positive contribution in their lives he desires, he had to be an independent advisor. He couldn’t be beholden to company policies and mandates regarding which financial instruments he could or couldn’t provide for his clients.
In 2011, he formed Lifetime Income Services, and shifted focuses to primarily serving retirees and pre retirees. In 2014 the company rebranded as Goodman Lifetime Wealth Strategies to better communicate the comprehensive approach and multiple financial strategies utilized in helping clients. Adam is also a Retirement Income Certified Professional® which is a designation awarded to financial advisors who complete a series of trainings around a variety of retirement topics related to income and retirement planning.
Adam moved to the Las Vegas valley in 1999 after growing up in Northern California.
Adam Goodman holds Life & Health insurance licenses and is a series 65 investment advisor representative with Brookstone Capital Management.