Sandi Jo Goddard, CLU®, ChFC®

Financial Advisor

Sandi Jo Goddard builds, instills, and inspires trust in her relationships. Sandi Jo believes trust is the cornerstone quality that enables her to work with successful professionals and business owners about their financial future so they can focus their time and energy on family and career.

If commitment, value, and trust are important qualities in your relationships with others invite Sandi Jo Goddard to help you achieve a secure financial future.

Beyond One Day at a Time: Planning for Your Future and the Lifetime of a Person with Special Needs

Like so many people, the idea of planning for the long term can be overwhelming and even more so when you have a loved one with special needs. You may be caring for a dependent child, sibling, or spouse, with challenges ranging from a physical or cognitive disability to difficulty with independent living or self-care. Whatever your particular situation, having a reliable financial plan is the best way to be sure there will be funds available well into the future for your loved one’s medical care, education, and long-term support, as well as necessities for yourself and/or another caretaker. Click here to learn more about planning for a person with special needs.

My Mission

Sandi Jo Goddard's mission is to help her clients attain financial security for their families and businesses. Because you cannot predict the future, Sandi Jo will help you prepare for the best and worst case scenarios and create a long-term relationship based on quality service and integrity.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck