Miscellaneous Payments:
Please use for balance due payments or
miscellaneous purchases. Please click:
| Detailed Cash Flow Analysis Financial Plan: For complex situations including items in Express Analysis and Comprehensive Analysis plus compares current and suggested as well as basic business analysis for business owners (Business Valuation, Key Employee Valuation and Employee Benefits). This analysis is cash flow driven. Best Suited For: Married or single, are within 10 years or retirement or currently retired and/or a small business owner. To purchase or place deposit, please click: |
| Comprehensive Analysis Financial Plan: For complex and detailed analysis taking into consideration issues in Express Analysis plus risk tolerance with different goals and different time horizons, allocation of assets incorporating 'Efficient Frontier Theory' and 'Modern Portfolio Theory' vs. risk tolerance including 'Monte Carlo' simulations. Includes financial statements. Comprehensive Analysis is goal base-driven. Best Suited For: If you are single or married, typically 35 years or older, have children (or planning on children), are a homeowner with one or more incomes and have an established savings/retirement plan. The typical person or couple will be best served by this plan style. To purchase or place deposit, please click: |
| Goodrich Financial Group, llc A Professional Financial Services Corporation |
| Return to Top of Page Home About Us Contact Us Services Articles Newsletters Financial Plan Elements Disclosures |
| Express Analysis Financial Plan: May include planning for education, retirement and accumulation goals as well as survivorship, disability, long-term care, allocation of assets and estate planning. Express Analysis is goal base-driven. Best Suited For: If you are single or married, typically under age 30 with young children (or planning on children) and you have an interest in mapping out a long term plan to meet your financial objectives. To purchase or place deposit, please click: |
Thank you! Your choice indicates you have agreed to all Terms and Conditions
governing your transaction and plan choice.
To reconfirm your plan selection, please click the 'Buy Now' button which
corresponds to the plan of your choice.
