Terence E Goodhue
Wealth Management Advisor|CFP®, ChFC®, CLU®
We have a passion for helping families, small business owners, and executives build strong financial plans to protect those who matter most to them.
Professional
Terence “Terry” Goodhue CFP®, ChFC®, CLU® is a Wealth Management Advisor with Northwestern Mutual Wealth Management Company, through which he offers quality programs and services for high net worth clients. His mission is to develop lasting relationships with clients by providing expert guidance for a lifetime of financial security. Whether working with small business owners, executives, individuals or families and helping them strategize for their own financial needs or for those of their family or business, he works to understand unique goals and concerns to provide the right solutions and products at the right time.
After graduating from Saint Michael’s college in 1981 with a Bachelor’s degree in Business Administration, I joined my family business, the John A. Conkey & Co Inc. and Import & Export Company, spending 5 years helping to build out the company’s network, both domestically and internationally.
Terry started in the industry in 1986 at Putnam Investments and Travelers Insurance Company as a wholesaler. In 1989, Terry began his career as a Financial Representative at New England Financial. In 1998, he joined Northwestern Mutual’s Wellesley Group as an Investment Specialist, and expanded his business in 2002 to include Financial and Financial Security Planning. Becoming a Wealth Management Advisor in 2002, Terry has enjoyed 19 successful years at Northwestern Mutual. Over the last 16 years, he has been recognized as the top investment producer for the Wellesley Group while building a holistic financial and financial security business.
Licenses: Series 6, 7, 8, 63, 65, CFP®, ChFC®, CLU®
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.
My dad, Gerry, worked as the second generation in our family import and export business based in downtown Boston.
After graduating from St. Michael’s College in 1981, I proudly joined the family business as a third generation employee.
Then suddenly, at the age of 50, my dad passed away, leaving a family and a business without their key-person. 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.
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.
I 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.
Today, I live in Concord, MA with my wife, Ann, and our three daughters – Elise, Lexi, and Amy. 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.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Retirement Planning & Income Strategies
Tax-Efficient Strategies
Estate Planning
Business Planning & Succession
Life Insurance Strategies
Long-Term Care Planning
Disability Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
