Ray Godleski, Cfp® Email & Phone Number

I've dedicated my career to helping individuals and businesses navigate the complex world of finance and investment.I bring to the table a wealth of expertise in financial planning, risk management, retirement planning, and estate planning, among other areas. My approach is focused on understanding the unique needs and goals of each of my clients and providing tailored advice and strategies that align with their financial objectives.With my knack for simplifying complex financial concepts, I aim to ensure my clients feel empowered and confident in their financial decisions. At Strategic Planning Group, I work with a team of talented financial professionals, leveraging their diverse expertise to deliver comprehensive financial solutions that stand the test of time.Continually staying updated with the latest trends and developments in the finance industry, I believe in lifelong learning and strive to pass on the benefits of this knowledge to my clients. Whether you're an individual looking to secure your retirement or a business seeking to optimize your financial performance, I'm here to guide you every step of the way. | Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referencedhere are independent of Osaic Wealth

Scottsdale, Arizona, Us

We provide planning solutions for: estate planning and protection, retirement strategies, business advisory solutions, employee benefits, tax advisory solutions and educational funding alternatives. | Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Charlotte, North Carolina, Us

I've dedicated my career to helping individuals and businesses navigate the complex world of finance and investment.I bring to the table a wealth of expertise in financial planning, risk management, retirement planning, and estate planning, among other areas. My approach is focused on understanding the unique needs and goals of each of my clients and providing tailored advice and strategies that align with their financial objectives.With my knack for simplifying complex financial concepts, I aim to ensure my clients feel empowered and confident in their financial decisions. At Strategic Planning Group, I work with a team of talented financial professionals, leveraging their diverse expertise to deliver comprehensive financial solutions that stand the test of time.Continually staying updated with the latest trends and developments in the finance industry, I believe in lifelong learning and strive to pass on the benefits of this knowledge to my clients. Whether you're an individual looking to secure your retirement or a business seeking to optimize your financial performance, I'm here to guide you every step of the way.LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com ["DBA"name] is unaffiliated with HTK.

Horsham, Pennsylvania, Us

We provide planning solutions for: estate planning and protection, retirement strategies, business advisory solutions, employee benefits, tax advisory solutions and educational funding alternatives. Registered Representative of, and Securities and Investment Advisory services are offered through Hornor, Townsend, & Kent, LLC (HTK). Registered Investment Advisor, Member of FINRA/SIPC.600 Dresher Rd. | Horsham, PA 19044, USA. |800-873-7637, www.htk.comHTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company. Strategic Planning Group is unaffiliated with HTK and Penn Mutual. NAIFA is unaffiliated with Strategic Planning Group, Penn Mutual, and HTK. 3495697PC_Mar23

Newark, New Jersey, Us

• Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products

Duluth, Ga, Us

Specialize in residential markets north of I-20 going up I-85 and GA400.Realtor "match maker" bringing buyers to listings and marketing my listings to worldwide audience of buyers.Able to offer buyers, sellers and investors a full scope life plan that includes real estate and finances!The Godleski Team name has cooperated with the top Realtors in Atlanta since 1976!

St. Petersburg, Fl, Us

Direct all operations, sales, and marketing efforts of this residential real estate firm. Manage P&L and budgets, conduct sales presentations, and negotiate contracts.

Austin, Tx, Us

Joined The Mark Spain Team as Listing Specialist for a top team in the southeast

Team Leader for The Godleski Team specializing in residential sales for buyers and sellers.

Led sales staff of eight to gain top market share in Atlanta market. Strategically positioned Commercial Group with new product line. Reorganized showroom to facilitate faster ordering times and improved inventory availability.

Managed personnel with P&L responsibility for building materials distribution yard. Led team to produce revenues with broad product line.

Responsible for all sales activities and launched new product line in Georgia, Florida and Alabama territories. Developed 14 new products based on marketing analysis and production capability. Public speaker to small business owners from across the nation. Led training of entire 100+ person sales force.

North Ryde, New South Wales, Au

Serviced key accounts in company’s largest brick market. Presented continuing education sessions to area architects.

Financial Planning And Services

Mba, Management

Bba, Marketing

Math And Statistics