My passion and my profession is to help people grow and protect their money. More importantly, to help them define and discover the reason for doing so. Money is not an end in and of itself. It helps us educate our children, to retire with dignity and freedom, and to contribute to causes we believe in.
I was born and raised in Whatcom County. Growing up on a chicken farm, my brothers and I learned the value of saving for lean times, building for the future and working long hours and weekends! We also learned the value of creating our own retirement strategies.
Investing can be very challenging. Not for lack of information, but perhaps because there is too much. Information overload, 24-hour-a-day news and social media can lead to paralysis. I can be your financial coach, sifting through the data to find what is relevant and develop a pathway with you in mind. Over the years, we'll talk frequently to help ensure you stay on track.
I've been working in financial services for nearly 30 years. My wonderful assistant, Lisa Albers, has been with me for 24 years. Together, we provide efficient, effective and personal solutions.
If you have had a recent change in your financial situation, if you're wondering the best route to save for retirement or need income from your investments, let us help you develop your strategy.
In my spare time, I am a voracious reader. History is my favorite topic. It helps put current events in perspective! I'm also a skier, SCUBA diver and photographer, and I love riding my motorcycle. My wife, Colleen, of over 30 years and I live in Birch Bay.
- Retirement Income Strategies
- Portfolio Reviews
- Wealth Strategies
- Retirement Savings Strategies
- College Savings
- Insurance & Annuities
My Personal Interests
- History and Museums
- Scuba Diving
Phone NumberTerrell V Goertz at (360) 738-3454
|Mon||09:00AM - 04:30PM|
|Tue||09:00AM - 04:30PM|
|Wed||09:00AM - 04:30PM|
|Thu||09:00AM - 04:30PM|
|Fri||09:00AM - 03:00PM|