Contact Information:

bill@lostmtnwealth.com

678.570.6041

William Goostree
 ~ Founder & Principal, Director of  Advisor Services

Bill Goostree is a graduate of Harding University, located in Searcy, Arkansas. There he received his bachelor’s degree in Business Administration, which greatly furthered his interests in the principles of economics, marketing and planning.

Bill is the Founder of Lost Mountain Wealth Planning and serves as an investment advisor. He is joined by colleagues, that together have collectively more than half a century of experience helping people keep what is theirs. Prior to his current duties as an investment advisor, Bill held licensure and provided services as a Securities Representative and Registered Investment Advisor. With his wealth of knowledge regarding investments and background in financial planning, Bill has continued to provide outstanding results to his many clients through the years.

By providing wealth management services to business owners and individuals, Bill has learned that the key to his success is keeping that personal connection open with all of his clients, new and old alike. He has helped many of his customers realize their goals by creating a customized plan that could positively affect their families for many generations to come. Bill’s ability to deliver results by advising his clients how to best structure, protect and grow their hard earned retirement funds continues to be one of his greatest strengths, as well as a privilege to him personally.

Bill is also a speaker for Senior Educational Seminars and has been lecturing for more than 5 years. He specializes in helping people help themselves and is passionate about sharing his knowledge with others for that cause. He takes pride in educating people on how they can make subtle changes to the way they go about their daily lives and how it can simply, but effectively, improve their own financial situation.

Bill is originally a native of Alabama, however he now resides in the Atlanta area and calls Georgia home. When he’s not in the office, Bill enjoys an occasional round of golf, tennis, hiking and spending time with his family, his wife Suzanne and their two children.
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OUR AFFILIATES

Monte F. Cagle, CPA
Cagle Financial Advisory, LLC

Benjamin A. Walden
Attorney at Law

Gail Stephens
Faye Garrett
Senior Education Seminars