Money Matters - a Legacy Planning Tool

Home
About Us
JCG PWM
Financial Guides
The Exchange Newsletters
Products
Services
Tools
Contact
Account View

Money Matters - a Legacy Planning Tool

Have a Question?

Name

Email

Address

Phone

Question

Thank you!

Oops!

Contact

Office: 818 347-8337

Mobile: 818 481-6193

Fax: 818 347-8337

20525 Chatsboro Drive

Woodland Hills, CA 91364

jeffrey.goodrich@lpl.com

Quick Links

Latest Articles
All Videos
All Calculators

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Jeffrey Goodrich is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA.