Julian H. Good, Jr.
As Founder and Principal of Good Financial Group, I work directly with clients and their advisors primarily in the Greater New Orleans and Baton Rouge Metro regions, assisting them with their individual and business planning needs.
Most often, our planning services involve estate conservation and wealth transfer strategies, business succession planning, qualified and non-qualified retirement plans, and retirement accumulation and income strategies.
We are also engaged in a multi-faceted fee based consulting and advisory practice as well.
My career in financial services began in 1982 with the first of two major life insurance companies as a career producer. In 2013, I formed my own independently-owned company, Good Financial Group.
I became involved in professional associations almost from the beginning of my career. My volunteer activities have been on a local, regional, national and international basis.
My professional involvement led me to becoming the 2011 President of the Million Dollar Round Table, an association of over 60,000 financial professionals worldwide. As president and a five-year member of its executive committee, I have addressed many industry associations and meetings, life insurance companies, and related professional groups in 17 countries. I’ve published many articles and offer opinions in numerous financial journals worldwide, which I continue to do today.
I am a native New Orleanian and have been married to Wendy for 36 years. I have two adult daughters who live in Washington, DC and Austin, Texas.
Professional Accreditations / Education / Affiliations
Bachelor of Arts, English Literature – Washington and Lee University, Lexington VA
Chartered Life Underwriter (CLU®) – The American College – www.theamericancollege.edu
Chartered Financial Consultant (ChFC®) – The American College
Accredited Estate Planner (AEP®) – The National Association of Estate Planning Councils – www.naepc.org
Past President and Member, Million Dollar Round Table (MDRT) – www.mdrt.org
Member, National Association of Insurance and Financial Advisors (NAIFA); Member and Past President, NAIFA Greater New Orleans; Past Regional Vice President of NAIFA Louisiana – www.naifa.org
Member, Society of Financial Service Professionals (SFSP); Past President, SFSP New Orleans Chapter – www.societyoffsp.org
Past President and Member, Greater New Orleans Estate Planning Council – www.noepc.org
Member, Association for Advanced Life Underwriting (AALU) – www.aalu.org
Past Board Member, LIFE Happens Foundation Board of Trustees – www.lifehappens.org