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How We Work

At Goodwin Insurance and Wealth Management, we want to be there for you when you need it the most. We believe each client is different. Therefore, we take a needs-based, team effort approach to meet your specific financial requirements. With over 100 years of combined experience, we use our collective in-depth knowledge and backgrounds to provide you with financial security, confidence, and peace of mind.

Appointed and licensed as insurance specialists in Canada, as well as providing licensed insurance and investment needs to our clients within the US, we are committed to partnering with the professionals in your life to ensure that all your needs are met in a coordinated manner.

Our firm provides comprehensive financial services, including wealth management, retirement planning, investments, and insurance planning. In addition, we bring many years of experience as business insurance specialists with expertise in succession planning, estate planning, and executive benefit plans. See what Goodwin Insurance and Wealth Management can do for you. Contact us to schedule an appointment today.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Individual and Group Benefits

*Life Insurance

*Long Term Disability Insurance

*Long Term Care Insurance

*Group Employee Benefits

Life/ADD, LTD, STD, Voluntary

We bring many years of experience as Business Insurance Specialists with expertise in the areas of:

  • Succession Planning

  • Estate Planning

  • Executive Benefit Plans

We are Licensed and Appointed throughout The United States and Canada.

We also have Strategic Partners for Group Medical and P&C.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  716-810-0354