Personal

Being the son of an Air Force Lieutenant stationed in Germany during the Berlin Wall Crisis, honesty, responsibility, discipline, respect and a strong work ethic were qualities instilled in me each day. I was the oldest of four siblings, growing up in Arlington, Massachusetts.

My dad, Gerry, worked as the second generation in our family import and export business based in downtown Boston. When we asked about his job as children, Dad always spoke about his clients as friends, and noted his primary responsibility was to build lasting, trusting relationships and provide the best service possible to each client. 

After graduating from St. Michael’s College in 1981, I proudly joined the family business as a third generation employee. I was tasked with building out the company’s international network and traveled extensively throughout Europe and the Far East, continuing to nurture and build upon the relationships my father, grandfather, and uncle had secured.

Then suddenly, at the age of 50, my dad passed away, leaving a family and a business without their key-person. While extremely tragic, Gerry’s passing allowed me to experience firsthand just how much a well-designed security and financial plan can help a family survive and succeed in the event of premature death. My Dad had implemented a thoughtful and well-funded estate, business perpetuation, and income-for-life distribution plan just 18 months prior to his untimely death. This planning allowed our family to continue financially as if he was still with us.

Thirty-two years later, the benefits of these plans are evident as Dad and Mom’s four children were able to pursue their own goals – finishing college educations, obtaining and maintaining good jobs, and starting and supporting their wonderful families. My mother, Mary, also remains financially secure to this day, a testament to her husband’s legacy. Mary often reflects on the sadness of Gerry’s missing out on so much in the years he’s been gone, but she is so thankful and proud of the success and happiness made possible through his planning. 

Because of where I came from, I am genuinely passionate about helping families, small business owners, and executives build strong financial plans that will serve their families the way my father did for ours. Past and present experience has proven that the most important thing is protecting the people who depend on you most – your family and your team.

As the father of three girls, I have experienced many of the life landmarks that motivate clients to step back and give thought to what truly matters most. I feel my knowledge and deep expertise have prepared me to help my clients make important decisions … with confidence and comfort.

Like my father, I too have grown to consider many of my clients good friends. I feel very fortunate to lead a “boutique” wealth management firm with a commitment to building lasting relationships. I welcome the opportunity to learn more about you, your family, your business, and your goals.

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Today, I live in Concord, MA with my wife, Ann, and our three daughters – Elise (24), Lexi (19), and Amy (14). My oldest two daughters are Boston College Eagles, and while I’m not watching BC football or attending my daughter’s lacrosse games, I love to play golf and root on Boston sports teams – especially the New England Patriots and Boston Red Sox! After playing soccer in college, I have enjoyed coaching my daughters’ youth soccer teams for over 20 years. As a family, we love travelling, especially to Turks and Caicos, Cape Cod, and Kennebunkport, Maine.

Terence E Goodhue, CFP®, ChFC®, CLU®

Wealth Management Advisor

 

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