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2038 Vermont Drive, Suite 107a, Fort Collins, CO 80525

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FINANCIAL PLANNING FOR INDIVIDUALS

Clarity and Confidence for Every Stage of Life

At Goodwin Petrilli Financial, we help individuals organize, seek growth, and preserve their wealth through clear, personalized financial planning. Whether you’re building your foundation, preparing for retirement, or managing complex assets, we provide structure and guidance every step of the way.

Our approach centers on what matters most to you — aligning your investments, cash flow, and long-term goals into one coordinated plan.

Why Individuals Choose Goodwin Petrilli Financial

Why Individuals Choose Goodwin Petrilli Financial

Independent and fiduciary advice — no hidden fees or product agendas.

Modern, tech-enabled service with secure digital onboarding and document sharing.

Transparent communication and structured reviews throughout the year.

A dedicated team that knows you personally and manages every detail with care.

What We Focus On

What We Focus On

Investment Management: Professionally managed portfolios tailored to your goals and comfort level.

Retirement Income Planning: Building predictable, tax-efficient income streams that last.

Tax Strategies: Identifying opportunities for Roth conversions, tax-loss harvesting, and account optimization.

Account Consolidation: Simplifying your financial life by bringing your accounts together under one cohesive strategy.

Estate & Legacy Planning: Coordinating your financial and estate goals so your wealth supports future generations.