Goudeau Wealth Planning Group

To achieve your financial goals and preserve your assets — today and tomorrow,it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement®approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs.Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.



Advisors

Jennifer Slimmer

Jennifer Slimmer

Financial Advisor

Operations Director
Visit Jennifer Slimmer's website

Team

Danica Bowie

Danica Bowie

Administrative Assistant

Roles & Responsibilities

  • Schedule client appointments
  • Prepare agendas and forms for appointments
  • Greet clients upon arrival
  • Assist Advisors and other staff in daily office activities
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Yolande Goudeau

Yolande Goudeau

Marketing Manager