Ruthanna Goodman | Liberty Wealth Services

Ruthanna is a Registered Representative of LPL Financial and a licensed insurance agent.

"My goal is to build relationships with my clients, and to know them personally as well as professionally. Understanding the entire financial picture enables me to best help clients create strategies that allow them to work toward both their short and long-term goals. I love being able to help people pursue their goals and dreams by educating them to make sound financial plans now and in the future."

Education

Bachelor of General Studies and Minor in Supervision, Indiana University Southeast
Credentials: Series 66, Series 63, SIE, Series 7, Series 6 through LPL Financial

Career Highlights

Ruthanna comes to us from a parallel role with Park Community Credit Union where she was employed for 8.5 years. Comprehensively Ruthanna possesses:

10+ years in financial industry experience
8+ years wealth management experience
17+ years account management experience

Memberships

Community Involvement

Wife to Jeff, mother to Ali and Camille, grandmother to Jaxon and Ivy
Love cooking and baking, taking care of my yard, landscaping, and mowing
Avid reader

Personal

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Our full-service wealth management program is dedicated to creating strategic plans for you and your family.

Professional Services Offered

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Wealth Management

for Individuals

Financial freedom on your own terms. With an emphasis on income, security, and growth, we aim to guide you to where you want to be.

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Retirement Plans

for Businesses

Build a retirement plan that does the most for your business and your employees, by seeking to deliver dependable and generous results.

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Foundations & Endowments

As advisors for your investment, we seek to understand your mission, pursue the growth of your assets, and work toward to minimize organizational risk.

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

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Liberty Federal Credit Union [Liberty FCU] and Liberty Wealth Services ^{are not} registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Liberty Wealth Services, and may also be employees of Liberty FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Liberty FCU or Liberty Wealth Services. Securities and insurance offered through LPL or its affiliates are:

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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident or any other state.

LPL Financial Form CRS

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit Institution Plain English Disclosure for more detailed information.

Education

Career Highlights

Memberships

Community Involvement

Personal

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