Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for clients to collaborate with us, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact us for help getting started.

Contact us

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Investment Management
  • Tax Planning Strategies
  • Saving for Education

Community participation

GOODALL & PETERS FINANCIAL ADVISORY GROUP - Community participation photo

Our team volunteers monthly at the Mason Food Pantry sorting and inventorying food to help families in our community. We became involved with this organization because we believe everyone should have enough food to eat.