950AM Radio

This just in….we are now on the 950AM Radio Station!!  Check us out every Tuesday at 9:50am on the 950AM!  Keith Borgfeldt will be talking with Michael Garfield on a variety of topics such as Investments, Insurance and Financial Planning.  Be sure to tune in each Tuesday!!

Posted by Kristen Posted in: Uncategorized Comments Off April 2009

Current Market

Please find this to be a note of reassurance. It’s been a shaky September for Wall Street. With the federal government taking action with Freddie Mac, Fannie Mae and AIG, and Bank of America purchasing Merrill Lynch, an investor’s worries can be expected, but not needed. The stock market is resilient.

Here are three factors that should help ease the news:

1. The current woes of the stock market are in a very specific sector. You may see effects of some of your investments from this area; however, we have worked diligently to make sure you have proper asset allocation and a diversified portfolio. These methods will help ensure that your overall financial goals are not affected.

2. SIPC- The Securities Investor Protection Corporation. SIPC is the United States investor’s first line of defense in the event a brokerage firm fails, owing customers cash and securities that are missing from customer’s accounts.¹ Our securities are offered through a member of SIPC, adding the insurance of your investments.

3. NEXT’s clearing house, Pershing LLC, carries “Excess SIPC” through a private insurance company. Through the Customer Asset Protect Company (CAPCO) they insure your investments in excess of the SIPC limits.²
Throughout history, the market has seen drastic lows and has recovered. Now is no different. I am confident in our decisions for your portfolio. Please feel free to contact me with any questions or to schedule an appointment at 281-491-2821.

Sincerely,
Shawn E. Goheen

Posted by Kristen Posted in: Uncategorized Comments Off September 2008

Aftermath of Hurricane Ike

Goheen Financial Group, LP would like to take a moment to reach out to all of our clients during this time.  We are back in full working order and are here to support you in any needs you may have.  Although we are back in business, we realize many of our valued clients are not.  Therefore, we want to do all that we can to help you get through the next few difficult weeks.  As you work to recover from the recent hurricane, we are pleased to invite you to our office at 16400 Kensington Dr. Sugar Land to use our resources until you are up and running.

If you need additional assistance, please don’t hesitate to contact us at 281-491-2821.  Thank you and please take care!

Posted by Kristen Posted in: Uncategorized Comments Off September 2008

Personal Budgeting

10 Commandments of Personal Budgeting
1. Take Action
Reading about how to improve your personal finances is a start, but it has absolutely no meaning if you don’t take the action of putting what you learn into motion. Before you can get anywhere with your personal finances, you need to begin — right now. If you are reading this article, you know that you should be taking steps to get your personal finances in order.
Print out this list and place it where you will see it every day, so that you are reminded that personal finance is a priority in your life and that you will take some action each and every day to try to improve your lot. If you aren’t sure where to begin, start with getting your banking accounts in order.

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Posted by Kristen Posted in: Uncategorized Comments Off August 2007

Federal Minimum Wage

New Minimum Wage Posting Released
On July 3, 2007, the Department of Labor released the new federal minimum wage posting requirements that reflect the three step increase signed by President Bush in May. The first step, taking the minimum wage up to $5.85 an hour, takes effect on July 24, 2007.  It will then increase 70 cents each year until 2009 when it will reach $7.25.

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Posted by Kristen Posted in: Uncategorized Comments Off August 2007

The Health Club for Women Grand Opening

The Health Club for Women recently opened their doors!  The Health Club for Women has been developed to differentiate itself by appealing to women of all ages who prefer an affordable, upscale health club designed with a clean, friendly, non-intimidating environment. The club features Les Mill Group Exercise services and utilizes Star Trac equipment for weight lost training, stress relief, stretching exercises, and strength training needs either individually or with a Houston area professional personal trainer. Read the rest of this entry »

Posted by Kristen Posted in: Uncategorized Comments(0) July 2007

Successful Business Owners are Turning Risk into Reward

Are You at Risk?
Successful Business Owners are Turning Risk into Reward

If you own a business in Oil & Gas, Real Estate, Construction, Manufacturing or Distribution, then self insured risk is a major issue to which your company is exposed.  In order to mitigate this risk, industry trends reflect that a majority of successful businesses will implement a Captive insurance program by 2010. Thousands of business owners have begun to accumulate vast amounts of pre-tax wealth through Captive insurance strategies. Read the rest of this entry »

Posted by Kristen Posted in: Uncategorized Comments Off July 2007