Helping you address your retirement planning priorities
How We Partner with You
At Goodrich and Associates, we specialize in retirement planning that aligns with your unique financial goals. With over 85 years of combined experience, we’re dedicated to guiding you through every stage of retirement from saving and investing to income distribution and risk management.
We offer a wide range of strategies designed to help you build and grow your retirement assets, including:
- Retirement Income Planning
- Qualified Plans (Traditional and Roth 401(k)s)
- Traditional and Roth IRAs
- SEP and Simple IRAs
- Roth IRA Conversions
- Brokerage accounts
- Annuities
- Life Insurance
- Long-Term Care Insurance
-
- Prepare and maintain an Investment Policy Statement (IPS).
- Provide you with your risk/return profile.
- Prudently recommend appropriate investment alternatives.
- Avoid conflicts of interest.
- Monitor and review your portfolio in accordance with your IPS.
- To clearly communicate fees and investment expenses.
-
- Be forthcoming about your current financial situation, as well as needs and objectives.
- Report changes in your financial and personal circumstances in a timely manner to ensure recommendations reflect all relevant factors.
- We will help you to understand all investments have some degree of risk and it is possible to lose money on any investment.
- To ask any questions or concerns you may have.