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, Goetzs 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 companys 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 clients 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 clients 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.

The Chamber Member of the Week program is a Greater Owensboro Chamber of Commerce membership benefit. Founded in 1913, the Chamber has worked to provide valuable benefits and services to member businesses and individuals for over a century.

Today, with nearly 1,000 members, the Chamber is a guiding force in community and business development initiatives and serves as the center of business advocacy for the Greater Owensboro region.

To learn more about becoming the Chamber Member of the Week or inquire about Chamber membership, contact Shelly Nichols, Chamber Vice President, at 270-926-1860 or [emailprotected].

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Chamber Member of the Week: Retirement & Financial Strategies - The Owensboro Times