Let's see if we're the right fit.

Erik Goodge, CFA, CFP®
Erik Goodge, CFA, CFP®
Founder, uVest Advisory Group

Fill out the short form below and I'll personally reach out to schedule a free, no-pressure introductory call. We'll talk through your situation and see if working together makes sense.

Tell me a little about yourself.

This helps me prepare for our conversation so we can make the most of your time.

No spam, ever. Your information stays between us.

What to expect.

Working together is straightforward. Here's how the process typically unfolds.

1

Introductory Call

A free, no-pressure conversation where we learn about your goals, your concerns, and what you're looking for in an advisor. If we're not the right fit, I'll tell you honestly.

2

Your Custom Plan

We dig into the details — tax projections, Roth conversion analysis, Social Security timing, withdrawal sequencing — and build a comprehensive plan tailored to your situation.

3

Ongoing Partnership

Financial planning isn't a one-time event. We meet regularly to review, adjust, and optimize your plan as life changes and new opportunities arise.

Common questions before getting started.

Choosing an advisor is a big decision. Here's what people typically want to know.

It's a casual, no-pressure conversation — typically 20 to 30 minutes. We'll talk about where you are financially, what's on your mind, and what you're hoping to accomplish. If I think I can help, I'll explain how. If not, I'll tell you honestly and try to point you in the right direction. No sales pitch.
No preparation needed. Just come with your questions and a general sense of what's important to you. If we decide to work together, we'll gather the specifics later.
If you choose to add investment management, your accounts are held at an independent custodian — the accounts stay in your name and you have full access at all times. We never take custody of client funds.
Your CPA is great at accounting for what happened last year. We focus on what should happen next — proactive, multi-year tax planning, Roth conversion strategy, IRMAA mitigation, and coordinating all of it with your retirement income plan. We work alongside your CPA, not in place of them.
Yes. While we're based in Evansville, Indiana, we serve clients virtually across the entire United States. Most of our meetings happen over video call, and the experience is just as personal and thorough as meeting in person.