Income & Wealth Strategies, Inc.
... a better alternative
A full-service, independent financial strategies firm committed to helping people achieve their financial goals for reasons that are important to them. We offer a wide variety of financial products and services to individuals and business owners.
We also provide high impact training for federal employees’ retirement benefits and federal agencies throughout the country. Using a series of one-hour programs to inform and educate on specific topics related to federal benefits, we simplify the complexities of the federal benefits.
Rick Goodwin
Rick’s professional background includes 30 years of experience in the financial services industry, including 20 years working with Federal Employees. His educational background includes a BBA in Finance and Real Estate and he holds the Chartered Financial Consultant (ChFC) Designation.
Rick has been involved with several ministries, include Bill Glass Prison Ministries and North Texas Missions. He has also been on the boards of churches. Rick is a native Dallas Texan and currently resides in Argyle, TX. He services most of his clientele in the Dallas, Frisco Plano areas, as wells as San Diego, CA and Atlanta GA., among others. Rick has 2 children, Elana and Shane, in college and enjoys weight training, golf, biking and skiing, and considers Golden CO his second home.
Bryan Williams
Bryan’s professional background includes 30 years of consultive sales experience in a variety of areas including technology, security software, healthcare products and advertisement. He has always had an interest in financial services and decided a year ago to join Income & Wealth Strategies to pursue his passion for helping others and doing something he truly enjoys and that is consulting individuals on investment strategies. His educational background includes a Bachelor of Science in Marketing from the University of Nebraska - Lincoln and he has his Series 7, 63, Health & Life Insurance Licenses.
As a dad of 3 children, Reid, Cole and Ella, Bryan has been very involved over the years of coaching his boy’s teams and supporting his daughter in dance. Bryan has been on several mission trips and has been involved in several ministries like Operation Nemiah (speaking life into young boys in the projects of Dallas, TX) and Prison Church Ministry that ministers to several men and women in prisons across the state of Oklahoma.
Bryan currently lives in the Dallas area with his wife Theresa and he services clients from Texas to Kansas. He grew up in a small town in Kansas and credits his work ethic and values, to his faith and what he learned growing up in a small town.
Bryan enjoys golf, skiing, tennis, running, playing basketball, spending quality time with friends, and traveling.
Tanya Wright
Tanya has spent the past 20 years dedicating her time to the enrichment of students in the public school system. She has had the privilege of working with many age groups from kindergarten to 7th grade. Tanya’s experience and natural talent to handle any crisis situation as well as her ability to motivate the team and put a smile on our clients’ faces, is a true blessing to the company. She is excited for this new transition into working with clients to help enrich their personal finances and making sure they feel good about their financial choices.
Tanya is a native Texas and grew up in San Antonio. She moved to Dallas in 2000 to attend University of North Texas and Dallas became her home. Tanya resides in Argyle, Texas and stays busy with her son Aidan, 17 and her daughter Lauren, 14.
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Richard Goodwin is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Income & Wealth Strategies. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.
Coastal and CoastalOne are trade names for the Coastal Companies. The Coastal Companies are Coastal Equities, Inc., Coastal Investment Advisors, Inc., and Coastal Insurance Services, which consist of several affiliated insurance agencies.