Goodrich & Associates offers financial planning and investment advice to individuals, families, related entities, and businesses. Financial planning may include cash flow management, tax planning, risk exposure review, investment management, education funding, retirement planning, estate planning, insurance planning, charitable goals, small business planning issues, fringe benefits, and special needs planning. Investment transactions are conducted through Raymond James Financial Services.
Fee Structure
Investment management is not normally provided as a stand-alone service. However, occasionally, members of a client’s family or related organization can request investment management services as part of the client’s overall financial planning objectives. This service is provided through employees of Goodrich & Associates, LLC, as Registered Representatives of Raymond James Financial Services.