Get to Know Alpha Financial Group LLC

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Welcome to Alpha Financial Group LLC

About Alpha Financial Group LLC

At Alpha Financial Group LLC, we pride ourselves on offering comprehensive financial guidance with a personal touch. Based in Livingston, Texas, our central location provides easy access to clients who reside in Houston, Huntsville, Beaumont, and the surrounding area. With over four decades of experience in financial management, Don Goodwin, our founder and the driving force behind our firm, has cultivated lasting relationships with a diverse clientele.

Our Expertise

Retirement Planning and Tax Services: Our core services revolve around retirement planning and expert tax preparation. We specialize in guiding our clients, regardless of their income level, towards a secure and prosperous retirement. Whether you're just beginning your retirement savings journey or looking for tax-efficient strategies as you near retirement age, we have the knowledge and experience to help you meet your financial goals.

Exempt Organizations: Not only do we provide tax preparation services for exempt organizations, but we can also assist in setting up these organizations. We understand the unique financial intricacies surrounding nonprofit and tax-exempt entities and offer expert guidance in navigating this specialized area, whatever sector your organization happens to be in.

Ministers and Missionaries: A significant portion of our practice is dedicated to serving ministers, missionaries, and those in other areas of church ministry. With deep ties to the faith community, Don, himself a pastor for nearly 40 years, is uniquely positioned to understand the financial complexities faced by individuals and organizations in ministry. We can help ministers and missionaries address their specific tax and financial concerns, enabling them to focus on their important work.

Overseas missionaries, in particular, can face complex tax issues that require professional guidance. If you are looking for ministry tax help or church tax help in the Houston area, we are here to assist.

Our Clients

Our ideal clients are individuals and organizations seeking comprehensive financial planning services. As noted, we cater to those in need of retirement planning assistance, regardless of their income level, and offer expert tax preparation services for all types of income. As we look to the future, our goal is to expand and develop our retirement planning services, ensuring that our clients are well-prepared for their post-working years.

Our Approach

We understand that every client's financial situation is unique. Therefore, our approach is built on flexibility and personalization. We take pride in getting to know our clients on a personal level, allowing us to tailor our services to their specific needs. In today's digital age, we offer virtual appointments, making it possible to work with clients both near and far, including those serving as missionaries around the world.

Don is not only an Enrolled Agent, but also a certified and licensed life insurance and health insurance agent in several states, including Texas. These qualifications, combined with his extensive experience, enable us to provide expert financial advice to a wide range of clients.

Coaching Services

In addition to our core financial services, we also offer coaching in various areas. Our coaching services include new business coaching, exempt organization coaching, and ministry coaching. These additional services are designed to assist clients in achieving their financial and organizational goals, providing a holistic approach to financial well-being.

At Alpha Financial Group LLC, we're committed to helping our clients secure their financial futures, no matter where they are on their journey. We take pride in our personal approach, our dedication to serving the faith community, and our diverse financial expertise. Let us guide you towards a more secure and prosperous financial future.

Get Started Today

Book a free discovery call and let us show you how our expertise can save you money in the long run.

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