Guidance for the big picture and finer details

Can you support yourself until age 95?

That's a question we like to ask clients. It gets you thinking about the long term and that's how we look at investing. These days, Americans are living longer than ever. The Census Bureau estimates the number of 90-plus year olds will quadruple by 20501. For some, that means living in retirement for nearly as long as you worked. That's when careful financial planning and asset management are crucial. At Goodrich and Associates, we manage more than $120 million in total client assets,* but more importantly, we build relationships. Our clients become our friends. Many of them live in and around Bellingham, WA, but we also serve clients in 23 states. In fact, 99% of our new clients come from referrals. We think that says a lot about us. Our number one priority is looking out for your best interest.

We offer wealth accumulation strategies, personal and small business financial planning and asset management.

*As of September 2025

1(Source: U.S. Census Bureau, Census Bureau Releases Comprehensive Analysis of Fast-Growing 90-and-Older Population, Press Release CB11-194, November 17, 2011. https://www.census.gov/newsroom/releases/archives/aging_population/cb11-194.html)