Ray Godleski, Cfp® Email and Phone Number
Ray Godleski, Cfp® work email
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Ray Godleski, Cfp® personal email
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Whether you’re on your own, part of a family, or own your own business, each season of your life has its challenges. If a couple of your life’s “seasons” have passed, you might be concerned that you may not be prepared financially to retire in the lifestyle you expect.Meanwhile, business owners have their own set of challenges revolving around their personal lives and the life of their businesses. No matter where you are in life, it isn’t too late to plan for your future. Here’s what you can be thinking about right now:* Starting early with retirement planning to ensure future financial security.* Establishing a comprehensive budget and contributing to a 401(k) or other retirement accounts.* Gaining financial literacy through education and practice.* Choosing between a traditional or Roth 401(k) based on current and future tax brackets.* Seeking professional guidance to ensure tax efficiency, appropriate asset allocation, and risk management.Everyone has unique goals and financial situations, and their financial professional needs to listen, plan and guide them on their journey to and through retirement.As a CFP®, I have a fiduciary responsibility to work closely with my clients to clearly understand their goals and build a plan around their unique financial stage of life. I take a holistic approach to your assets and protecting them, always keeping in mind your short and long-term dreams.If you’re either not working with a financial advisor or if your current advisor hasn’t taken the time to completely understand your goals or left you unsure about your plan, it's time to expect more and get greater results whether you're still working or already retired. Let’s chat. I am happy to share insights on what you can do to better prepare for your future. Book an appointment to talk with me: https://calendly.com/raygodleskiOr contact me directly:404-456-0600 | Ray@SoutheastWealthPartners.com
Southeast Wealth Partners, Llc
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Financial Advisor, Cfp®Southeast Wealth Partners, Llc Dec 2023 - PresentI'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 -
Financial AdvisorOsaic Dec 2023 - PresentScottsdale, Arizona, UsWe 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. -
Financial Advisor, Cfp®Strategic Planning Group Feb 2021 - Dec 2023Charlotte, North Carolina, UsI'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. -
Financial AdvisorHornor, Townsend & Kent Mar 2020 - Dec 2023Horsham, Pennsylvania, UsWe 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 -
Financial Advisor At Cornerstone Financial Partners, LlcPrudential Financial Apr 2016 - Mar 2020Newark, 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 -
Residential Sales SpecialistKeller Williams Realty Atlanta Partners Sugarloaf Aug 2010 - May 2016Duluth, Ga, UsSpecialize 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! -
Investment Advisor RepresentativeTransamerica Financial Advisors, Inc. Transamerica Financial Group Division Oct 2014 - Mar 2016St. Petersburg, Fl, Us -
President / Sales ManagerWalk On Water Marketing Jan 2006 - Dec 2014Direct all operations, sales, and marketing efforts of this residential real estate firm. Manage P&L and budgets, conduct sales presentations, and negotiate contracts.
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Listing SpecialistKeller Williams Realty Sep 2013 - Aug 2014Austin, Tx, UsJoined The Mark Spain Team as Listing Specialist for a top team in the southeast -
Residential Sales AgentRemax Around Atlanta Jan 2006 - Aug 2010Team Leader for The Godleski Team specializing in residential sales for buyers and sellers.
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Commercial Sales ManagerBoral Bricks Inc 2005 - Feb 2006Led 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. -
Distribution Sales & Operations ManagerBoral Bricks, Inc. 2003 - 2005Managed personnel with P&L responsibility for building materials distribution yard. Led team to produce revenues with broad product line.
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Southeast Territory Paver Sales ManagerBoral Bricks, Inc. 2001 - 2003Responsible 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.
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Atlanta Manufacturer Sales RepresentativeBoral Bricks, Inc. 1998 - 2001North Ryde, New South Wales, AuServiced key accounts in company’s largest brick market. Presented continuing education sessions to area architects.
Ray Godleski, Cfp® Skills
Ray Godleski, Cfp® Education Details
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The American College Of Financial ServicesFinancial Planning And Services -
Georgia State University - J. Mack Robinson College Of BusinessManagement -
Georgia State UniversityMarketing -
Lagrange CollegeMath And Statistics
Frequently Asked Questions about Ray Godleski, Cfp®
What company does Ray Godleski, Cfp® work for?
Ray Godleski, Cfp® works for Southeast Wealth Partners, Llc
What is Ray Godleski, Cfp®'s role at the current company?
Ray Godleski, Cfp®'s current role is Visualize your Future, Let’s plan it Together | Custom Financial Plans | Guiding Sales Execs and Business Owners to a more Tax Efficient Retirement | Family Man Enjoys Board Games, Sporting Events and Concerts.
What is Ray Godleski, Cfp®'s email address?
Ray Godleski, Cfp®'s email address is ra****@****uth.net
What schools did Ray Godleski, Cfp® attend?
Ray Godleski, Cfp® attended The American College Of Financial Services, Georgia State University - J. Mack Robinson College Of Business, Georgia State University, Lagrange College.
What are some of Ray Godleski, Cfp®'s interests?
Ray Godleski, Cfp® has interest in Coaching, Real Estate, Hiking, Sports, Tennis, Fishing.
What skills is Ray Godleski, Cfp® known for?
Ray Godleski, Cfp® has skills like Leadership, P&l, Team Building, Reo, Distribution, Customer Relations, Sellers, Public Speaking, Listings, Sales, Networking, Sales Operations.
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