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Retirement and Financial Strategies

EST. AUM
$500,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Louisville
CRD Number
Website retirementandfinancial.com
Client types

Overview

Retirement and Financial Strategies, based in Owensboro, Kentucky, provides comprehensive financial planning and investment advisory services to individuals and families in accumulation, transition and retirement income phases. The firm’s team, led by President Jerry Goetz CFP®, CFS®, CRPC®, focuses on goal-based planning, tax-sensitive investing, and ongoing monitoring. Areas of emphasis include retirement income generation, wealth preservation, legacy & estate planning, and risk management. Affiliated with Private Advisor Group, the firm offers open-architecture investment management and holistic financial advice delivered with local personal service. Clients receive tailored strategies, client-centric guidance and proactive review of life-stage transitions.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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