Goodrich Financial Group, LLC
A Professional Financial Services Corporation
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.


   Choose This Plan
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.



  Choose This Plan
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.



  Choose This Plan
Purchase a Financial Plan
To purchase a financial plan, please be sure to identify the plan you may have been recommended.  Also read each plan
product to determine the plan you feel best suits your needs.  You may also contact our professional Certified Financial
Planner™   by email or phone to further discuss the plan that best suits your personal situation.  

To purchase:
  1. We offer three plan choices.  
  2. Select your plan and click the corresponding 'Buy Now' .  You will be automatically transferred to the purchase
    completion pages.
  3. Read terms and conditions and agree or decline the purchase.
  4. Complete your purchase with your credit/debit transaction.
  5. For Senior Citizens:  please call us directly to obtain specially priced plan discount.

Questions?  Call us at 800.878.0766
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2017 All rights reserved Goodrich Financial Group, LLC (c).  The Goodrich Financial Group, LLC is a California state registered
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