Ben Gooding, CFP®, AWMA®

Financial Planner

National office

P: (574) 533-9511
T: (800) 348-7468
F: (574) 537-6649

Ben Gooding, Financial Planner

Ben Gooding, CFP®, AWMA®, is an Everence® Financial Planner focused on helping individuals and groups through insurance, financial services, and charitable giving services.

Ben enjoys working with individuals, families, and small businesses to discover how the Kingdom of God can influence their financial decisions. He enjoys building long-term relationships that allow people to think through the best ways to steward their resources and help them reach their potential.

Ben specializes in three distinct fields:

  1. Financial planning: Ben provides a comprehensive, fee-based planning relationship to analyze your complete financial situation and help meet your stewardship goals. Ben will provide an in-depth review in 7 areas: cash flow planning, protection planning (insurance), tax planning, investment planning, retirement planning, estate planning, and charitable planning, to put you on a path to achieve financial well-being.
  2. Investment management: Ben believes it is essential for his values-driven clients to consider how their investment, retirement, and charitable accounts can help them achieve their goals. Socially Responsible Investing (SRI) gives clients the option to invest in companies that positively impact the world and communities.
  3. Insurance decisions: Clients can rely on Ben to support in decisions like Medicare Supplement plan options, life insurance, disability insurance, and long-term care insurance.

Ben is committed to seeing clients live joyous and generous lives impacting their communities and generations. He directly serves all his clients and is backed by more than 75 years of experience and resources at Everence® Financial. Ben strives to add a high level of value to his clients' lives by caring about them and working hard to make sure their financial needs are taken care of.

Ben graduated from Indiana University with a degree in economics. He serves on worship teams at River Oaks Community Church, Elkhart, Indiana. He is married with 2 young boys and enjoys time with friends and family, playing in local bands, attending live music events, and participating in marathons.

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Disclaimer

Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.

Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.

Access a copy of CFGS’s Form CRS. 


Ben Gooding, CFP®, AWMA® is licensed to discuss and/or offer financial services and/or products to residents of AK, AL, AR, AZ, CA, CO, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI and WV.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

ACCREDITED WEALTH MANAGEMENT ADVISORSM and AWMA® are trademarks or registered service marks of the College for Financial Planing in the United States and/or other countries.