Client Testimonial

Dr. Goocey has proven himself an invaluable asset in managing our family's finances since 2021. He has provided us with a sense of security and a path towards future growth. What truly sets Dr. Goocey apart is his commitment to understanding his clients on a personal and philosophical level. He invests considerable time upfront, ensuring he comprehends our financial goals, aspirations, and the underlying principles that drive them. This unique approach fosters a deep personal connection, allowing Joshua to tailor financial strategies that align precisely with our needs and values. His expertise shines through his data-driven and analytical approach to financial planning. He is always up to date on the latest economic and financial trends and is meticulous in his analysis. This combination of personal connection and analytical prowess is truly remarkable and sets him apart in his field. Additionally, Dr. Goocey’s Chief Strategy Officer (Christin Baker) and Director of Operations (Terri Vancil) are impressively professional, transparent, and organized. Together, they have helped our family establish a strong investment plan for retirement, life and disability insurance, and savings plans for our daughter. We are confident that our relationship with them will be lifelong, as they continue to help us navigate the ever-changing financial landscape.

Brandon Holmes, M.D., Ph.D., Client | Behavioral Neurologist | San Francisco, California

Client Testimonial

My name is Richard Vinson, and I recently retired from academic administration and teaching, and my wife (also a college faculty member) will be retiring in a few years. We have five sons, the youngest of whom is an adult with special needs. Diane and I began working with Dr. Goocey because we wanted help planning for retirement (including lifetime income for our special needs son) and developing a legacy plan for our other four and their families. In developing our long-term strategy, Joshua listened very carefully to our goals and objectives and even brought other consulting advisors (both inside and outside Northwestern Mutual) into the planning process. He and they spent a lot of time and energy working to understand the complexities of our specific situation before giving any financial advice. In the end, they created a financial plan that matches our retirement and legacy goals. In addition to the developing the long-term plan, he has been very attentive to the complex emotions that are part of such planning, and he has supported us at every step in implementing the investment and insurance recommendations that are helping us reach our goals. We have found that Joshua is both responsive to any requests and questions we have and proactive in suggesting ways to make our investments more accurately reflect what we hope to achieve. Despite the market’s recent downturn and volatility, we feel like our portfolio balances our risk tolerance, income, and legacy objectives. This is indicative of his skills in financial analysis and teaching. Additionally, we appreciate Joshua’s low-key manner. He manages persistence without pushiness, and a confidence that inspires trust. We recommend him with enthusiasm and without reservation.

Richard Vinson, Ph.D., Client | Retired Professor | Winston Salem, North Carolina
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.