and you should enjoy every moment.
We as a society have changed how and what we do during our lives.
50 years ago for a person to
attain the age of 100
was very rare.
60 is the new 40,
80 is the new 60
Living into your90’s
is becoming more common.
This brings us to
It is much more than just not going back to work on Monday.
Goodrum Financial is dedicated to providing our clients the planning to maintain and enjoy their lifestyles throughout their lifetimes.
Because we are living longer, there is now a greater need for more Lifetime services.
Because we are living longer, there is more emphasis on Lifetime Income.
We consider the multi factors that have been found to “Side Tack” the best well intentioned plans. Some refer to this as a Holistic Approach. Life events happen. Maintaining flexibility to meet the changes is part of our dedication to our clients.
Coming up short in our opinion,
is not an option.
Financial Planning has become more of a challenge for several reasons. Working with our clients on a one to one basis, we help guide and prepare them for what could be a long retirement period. As a part of your overall portfolio by utilizing the guarantee’s of Annuities and Life Insurance for their safety and guarantees.
I am old school. The Client is why I am here.
I stress with my clients. If you have a question, CALL ME. As a client, you have hired me to look out for your best interests. I work for you. To answer your questions as they arise and to protect you and your assets from harm.
Richard Goodrum, RICP® has been in the business of providing retirement security for more than 25 years for clients across the state of Florida.
Always having the interest of the client first has enabled clients to enjoy retirement without worry. Having been Securities licensed, he had seen the devastating effects of market crashes. For INCOME, The transition has been made to use plans that have guarantee’s so that no client will lose anything.
Other investments with a higher risk/return are good for anything beyond what is needed for future income. The basics must be covered. Your retirement funds are secure. Emphasis is towards maximizing the benefits for the client through retirement.
Our methods are to ensure your lifestyle throughout your life. Working with you to provide a plan that will meet your goals, then adjusting the plan as changes occur.
Life is always changing, and we will help you keep up with it.