Goodrich and Associates, LLC Raymond James Financial Services, Inc.

We combine an understanding of the retirement planning needs you're facing with specific strategies designed to address those needs. Those strategies include Retirement income planning, Qualified plans (Traditional and Roth 401(k)s), Traditional and Roth IRAs, SEP IRAs, Simple IRAs, Roth IRA conversions, Annuities, Life insurance and Long-term care insurance.

Ask Yourself:

How much do I need to retire comfortably?

How much should I be saving to retire comfortably?

Am I on track to retire at the age I'd like to?

Am I using the right retirement investment vehicles for my situation?

How much should I contribute to employer sponsored plans?

Do I have the appropriate life, disability and long-term care insurance coverage?

Together we'll take your answers and build your unique financial plan. At Goodrich & Associates, we have more than 65 years of cumulative experience helping clients plan for their financial future. Through the ebbs and flows of the market, we believe in two tools to help you chart your course. First, establishing an Investment Policy Statement (IPS) will give you a holistic view of your financial assets. Second, setting up and sticking to a Strategic Asset Allocation Model (SAAM) will help you stay diversified. But we believe communication is the most important part of navigating your financial future. We're not just here to service your account. We serve as our clients' trusted advisors.

• •Wealth accumulation strategies
• •Personal and small business financial planning
• •Asset management & Retirement Services

Directly across from the Hotel Bellwether behind Tom Glenn Common Park. Parking garage bellow with elevator access & street level parking as well.