Chamber Member of the Week: Retirement & Financial Strategies
Local Certified Financial Planner™ (CFP®) professional Jerry Goetz opened Retirement & Financial Strategies at 3402 Frederica Street in 2018. With over 25 years of experience in the industry, Goetz wanted to create a local family business to provide top-level service and advice for generations to come.
Also a CFP®, Goetz’s daughter Emma joined the team in 2022, while his son, Evan, joined earlier this year. Before joining the firm, Emma and Evan both graduated summa cum laude from Western Kentucky University with a degree in finance.
They take pride in serving the company’s clients as an advisory team.
“This team concept allows us to offer the highest level of service with advice from multiple perspectives as well as education and experience levels,” Goetz said.
The firm also boasts a strong support staff who proudly call Owensboro home.
“We are all from this community and like to give back by being part of local organizations and supporting our local nonprofits,” he said.
Retirement & Financial Strategies offers investment advice, investment management, retirement planning, and all-encompassing financial planning for their clients. They begin the process by evaluating each client’s situation and discussing their values and goals.
They also offer advice and management on a fee basis, as a fiduciary, rather than on a commission basis. Goetz said they always put their client’s interests ahead of their own.
“If we can help our clients manage their finances and investments in a way that allows them the time, resources, and energy to focus on living a happier, more fulfilling life, we have done our job,” he said.
Visit retirementandfinancial.com to schedule a consultation or learn more about its capabilities. The office is also on Facebook and can be reached by phone at 270-215-2600.
By John Kirkpatrick The Owensboro Times