Concierge Service

 

HawsGoodwin Financial offers Concierge Services to clients who maintain over $5 million in assets under management with HawsGoodwin.  Concierge services include, among other things, assistance with a care plan for elderly parents and end of life planning; family financial education; planning for real estate purchases and college funding; corporate event planning and assistance with other personal needs as agreed upon with each client. 

 

*These services are offered at no additional fee above the investment management fee.

HawsGoodwin Investment Management, LLC (HawsGoodwin Financial) is an independent investment advisor registered under the Investment Advisers Act of 1940, as amended.  Registration does not imply a certain level of skill or training.  More information about HawsGoodwin Financial including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.