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Planning For What Matters Most.

From protecting your income to planning for retirement, we help Dort Financial and Flagler Credit Union members make informed choices with confidence. You get clear guidance backed by personal attention and delivered with local, personal care.

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Who We Help We Work with Credit Union Members at Every Stage

Our clients are Dort Financial and Flagler Credit Union members who are ready for more than basic banking and want guidance that helps them plan, protect, and move forward.

Pre-Retirees Wondering
If They're On Track


You've been saving for years, but you're not sure if it's enough to retire comfortably.

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Individuals with Assets Who
Need Professional Management


You've accumulated savings and investments but aren't confident managing everything yourself without guidance and oversight.

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Members Seeking Their
First Financial Plan


You know you should have a retirement strategy, but you've never worked with an advisor before.

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Families Balancing
Competing Priorities


You're trying to save for retirement while also funding college and managing everyday expenses without sacrificing either.

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What We Do We Help You Make Confident Financial Decisions

Most people come to us with questions, not answers. You're trying to figure out if you're saving enough for retirement, whether your investments make sense, or how to balance competing priorities. We take those questions seriously and help you work through them with clarity, so you can move forward with a plan that fits your life.

Complimentary Quiz - How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

How We Help We Build Plans That Grow With You

Your financial life doesn't stay the same, so your plan shouldn't either. We work with you on the decisions that matter most, whether you're planning for retirement, managing investments, or figuring out how to fund college.

Retirement Planning

Retirement Planning

We help you figure out when you can retire, how much income you'll have, and which accounts to draw from first.

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Investment Management

Investment Management

We build portfolios based on your timeline and comfort with risk, and explain what you own and why you own it.

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College Planning

College Planning

We help families explore realistic funding options and make informed decisions that don't put your retirement at risk in the process.

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Insurance Needs

Insurance Needs

We review your existing coverage, identify gaps that could create problems, and recommend protection that fits your budget and actual risks.

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Meet The Team Who You Will Be Working With

We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

Drew Goodrich

Drew Goodrich

Investment Advisor Representative

810-244-2608

Eric Souder, CTS™ , AIF®

Eric Souder, CTS™ , AIF®

Investment Advisor Representative

810-249-4599

Alivia Gilson

Alivia Gilson

Administrative Assistant

810-244-2609

Who We Are Part of the Dort Financial Family, Serving Our Community

We're financial professionals who work with Dort Financial and Flagler Credit Union members on retirement planning, investments, and insurance needs. As part of the Dort Financial family, we share the same member-first philosophy you already know, and we're actively involved in the communities we serve through volunteer work and local engagement.

Our Process Simple, Straightforward,
and Built Around You

Discovery

We take the time to understand your situation, your goals, and what's keeping you up at night.

Planning & Implementation

We build a strategy that addresses your needs, explain it clearly, and help you put it into action.

Ongoing Partnership

We stay connected as your life changes, adjusting your plan when circumstances shift or priorities evolve over time.

Contact Us Ready to Get Started?

If you're a Dort Financial or Flagler Credit Union member with questions about your financial future, let's talk. Schedule a meeting with our team, and we'll help you figure out what makes sense for your situation.

Schedule A Consultation