About Us

^{Our Firm}
Built for People who take their future seriously

We work with individuals and families who want more than generic advice. They want a partner who understands the complexity of their financial life.
Maintaining a Fiduciary standard for advisory clients, Licensed in Series 6, 7, 63, 66, and Insurance. Our greatest fulfillment comes from the financial success of our clients, driven by genuine care and the prioritizing of your interests.

^{My Mission}
People focused and relational

Our mission is to guide clients through life’s financial decisions with long term relationships providing Competence and Compassion resulting in Confidence that they’re not navigating complexity alone.

Bringing light to financial decisions that are often overlooked, misunderstood or delayed before choices become urgent or options narrow.

^{Who You will work with}
Meet Your Team

Heath Goodson

President

205-970-5242

Heath@3cfinancial.net

I never expected a degree in theology and years in church ministry to lead me into financial planning, but life had other plans. After moving to Chicago to pursue a new career, I quickly discovered a natural ability for financial...

Taisha Roche

Financial Professional

315-477-2344

taisha.roche@equitable.com

I enjoy helping clients and advisors navigate requests and questions while ensuring every interaction is handled with care and attention. Originally from Valley Stream, NY, I have also lived in Batesville, Arkansas and now call...

Bridging Gaps, Creating Solutions, Earning Trust

Explore how 3C Financial aims to leverage its financial expertise to bridge gaps and provide distinct solutions for your financial success.