Business Details
14 Years
experience
Trusted Financial Advisors for Families and Businesses
Goodlife Financial Advisors was founded in 2012 to provide financial planning tools and resources to families and individuals across middle America. Our founder, Conor Delaney, expanded this vision nationally by assembling a network of advisors committed to servant leadership. We combine efficient resources with advisors dedicated to serving local communities rather than Wall Street interests. Our home office staff brings a blue-collar work ethic to financial services, focusing on creating paths to financial independence for the mass affluent. With a team of experienced professionals, we remain one of the premier independent financial advisory firms in the country. Services
Financial Planning
Risk Management
Investment Management
Retirement Planning
Medicare Supplement
Details
- Year established: 2012
Highlights and features
- We offer 10+ years of experience in community-focused financial planning
- Our advisors maintain rigorous professional certifications and ongoing education
- Blue-collar work ethic applied to white-collar financial services
- Nationwide network of independent advisors with local market expertise
- Transparent planning process prioritizing client goals over institutional products
Associations and certifications
- LPL Financial, Member FINRA/SIPC
- Certified Financial Planner (CFP)
- Accredited Investment Fiduciary (AIF)
What people say
Personalized financial strategies
Community-focused advisors
Comprehensive retirement planning
Knowledgeable professionals
Transparent process
Services
Financial Planning
Our comprehensive financial planning service creates personalized roadmaps for clients' financial futures. We analyze current financial status, define objectives, and develop strategies for wealth accumulation, tax efficiency, and legacy planning. With both short-term and long-term perspectives, we help clients navigate life changes while maintaining focus on their financial goals through regular progress reviews and adjustments.
Investment Management
We offer actively managed investment portfolios tailored to individual risk tolerance and financial objectives. Our approach combines market analysis with risk management strategies to optimize returns while maintaining appropriate diversification. Clients benefit from ongoing portfolio monitoring, performance reporting, and access to both traditional and alternative investment vehicles through our clearing firm partnerships.
Retirement Planning
This service specializes in creating customized retirement strategies that address income needs, tax implications, and lifestyle goals. We help clients navigate employer-sponsored plans, IRA conversions, and Social Security optimization while preparing for healthcare costs and estate distribution. Our planning considers market volatility and longevity risks to create sustainable income streams for retirement.
Risk Management
Our risk management service evaluates potential threats to financial security and implements protective measures. We assess insurance needs for life, disability, long-term care, and health coverage while balancing these protections with investment strategies. The service focuses on mitigating financial risks through appropriate insurance products and contingency planning tailored to each client's circumstances.
Medicare Supplement
This specialized service helps clients navigate Medicare options and supplemental insurance coverage. We provide guidance on Part A/B enrollment, Advantage plans, prescription drug coverage, and Medigap policies. Our advisors help clients understand healthcare costs in retirement while coordinating insurance planning with overall financial strategies to protect against medical expense risks.
People
Conor Delaney
Founder
Visionary founder who established Goodlife Financial Advisors in 2012 to democratize financial planning access across middle America. He built a national network of servant-leadership oriented advisors while maintaining focus on community-based financial solutions.
Courtnie Nein
Wealth Manager
Independent financial planner specializing in personalized wealth accumulation strategies. She develops customized plans focusing on clients' unique circumstances, emphasizing both health and wealth considerations in financial decision-making.
Brad J. Schneider
Wealth Advisor
Experienced advisor with expertise in retirement planning and asset management. Holds multiple financial designations including Accredited Investment Fiduciary and Chartered Retirement Planning Counselor.
Noah Brooks
Chief Market Strategist
Director of Investments who developed the firm's Wealth Allocation Models. Brings 17 years of institutional market experience to portfolio strategy while hosting educational investment content through Market Enthusiast podcast.
Kevin Cavanna
Wealth Management Consultant
Certified Retirement Counselor with military intelligence background. Specializes in personalized financial strategies for individuals and small businesses, combining analytical rigor with client-focused service.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning including retirement strategies, investment management, risk assessment, and Medicare supplement guidance tailored to individual needs.
Are your advisors certified professionals?
Yes, our team includes Certified Financial Planners, Accredited Investment Fiduciaries, and specialists with ongoing continuing education requirements.
How do you charge for your services?
We use transparent fee structures including asset-based management fees, flat planning fees, and commission-based product compensation when appropriate.
Can you help with retirement account rollovers?
Yes, we specialize in retirement plan transitions including 401(k) rollovers, IRA conversions, and pension distribution planning.
What areas do you serve?
While based in Reading, PA, we serve clients nationwide through our network of independent financial advisors.
How often do you review investment portfolios?
We conduct quarterly portfolio reviews with annual comprehensive financial plan updates, plus additional check-ins for significant life changes.
