The long view, kept close.
Goff Investment Group manages wealth and retirement assets for individuals and multi-generational families — portfolios built to your risk tolerance, your objectives and your time horizon, then held in tune as the family's life changes around them.
Thirty-two years. The same phone number. The same people picking it up. We don't chase clients — families find us, and stay.
Understand the family. Design the portfolio. Then stay close.
Educating clients enables them to make informed decisions. That is the whole philosophy — every recommendation explained, every portfolio built to fit, and a relationship that does not end at implementation.
Understand
Risk tolerance, investment objectives, time horizon — and the people behind them. Where the family is today, and where each generation is headed.
Design
Portfolio analysis and asset-allocation design that balances risk and return with discipline, drawing on a complete selection of investment and wealth-management products.
Stay close
Expect us to check in regularly and confirm your strategy is still designed according to your wishes. As needs change, the portfolio changes with them.
Everything a family's finances touch, coordinated in one place.
Portfolio analysis
A clear read on what you own, what it costs and how it behaves — before anything changes.
→ 02Asset allocation design
The mix that fits your horizon and your tolerance for risk, built and rebalanced with discipline.
→ 03Investment management
Ongoing, risk-adjusted management of wealth and retirement assets, including 401(k) oversight.
→ 04Retirement planning
Turning accumulated assets into durable income — timing, sequencing, and the plan for the decades after work.
→ 05Estate planning & wealth transfer
Preserving what you have built and moving it to the next generation deliberately, in step with your attorney.
→ 06Stock option planning
Concentrated equity, vesting schedules and the tax picture around them — handled inside the whole plan.
→ 07College funding strategies
Education funding that sits alongside retirement goals instead of competing with them.
→ 08Business transitions & insurance review
Selling, succession or stepping back — plus an honest evaluation of the insurance protecting the plan.
→We work alongside your tax, legal and insurance professionals so wealth-accumulation and estate-preservation strategies move together, not in silos.
A family doesn't have one financial life. It has several, running at once — each at a different point on the arc.
Three generations. One relationship.
Building the base
- Asset allocation matched to a long horizon
- 401(k) management and investment plan reviews
- College funding alongside retirement saving
The pivotal decade
- Retirement income design and sequencing
- Stock option and concentrated-position planning
- Business transitions and succession
Passing it on
- Estate planning coordinated with your attorney
- Wealth transfer across generations
- Insurance evaluations that protect the plan
Independent since 1993. Recognized for it since.
Goff Investment Group begins actively managing client assets in Edina.
–18
Five Star Wealth Manager four years running; recognized again in 2022.
Janel Goff named to LPL Financial's Patriot's Club — extended to roughly seven percent of LPL's advisors nationwide.
–25
LPL Financial Masters Club, three consecutive years.
For more than thirty years, Janel Goff has hosted invite-only Invest in Yourself seminars — evenings built to educate women about investing and to connect them with a professional network that lasts well beyond the room.
It is the practice's founding belief made visible: an informed client makes better decisions, and a well-connected one makes them with confidence.
Where the conversation happensSmall by design. Known by name.
Janel Goff
Janel has led the practice since 1993, working with individuals and multi-generational families on retirement, wealth transfer and the transitions in between. An independent LPL Financial advisor, she was named to LPL's Patriot's Club in 2022 and its Masters Club in 2023, 2024 and 2025.
Sandy Andersen
Sandy is the first call for clients and new inquiries alike — scheduling, service, and keeping the day-to-day of the relationship running.
Title to confirm with the firm · portraits drop into these frames
Tell us about your family. We'll tell you how we might help.
One office. One phone number. People who pick up.
Edina, MN 55436