Jeff Goering/GOEplan Financial Group

Jeff Goering/GOEplan Financial Group I provide comprehensive financial strategies and/or focus on one specific area of need. My specific designations are RICP® CEPA® ChSNC®.

I began working in financial services in 2007, but didn't formerly open "brick and mortar" until 8/2008 in Waynesboro, VA. In the next few years we expanded and also had an office in RIchmond, VA. In 2013 we consolidated operations in VA in order to facilitate a move back "home" to the Philly area. This was an important choice for the development of my children and the desire to be back around fam

ily (and cheesesteaks). Most of the work that we do consists of a team based model which gives clients an opportunity to have deep resources. My clients tend to have some common characteristics: they don't assume they know all things, they are looking for novel ideas specific to them, they appreciate opinions supported by math, and most of the time they are looking for a more complete picture than what they had been doing in the past. These characteristics are very consistent with many professions around health sciences (physicians, CRNAs, NPs, and pharmaceutical), information technology , and real estate (investors and realtors who invest). Also, because of how my family and extended family have been brought together, we have a strong connection when working with adoptive families and special needs families.
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05/25/2026

Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.

Retirement planning isn’t just about securing income; it’s also about keeping up with rising costs. Let’s make sure your...
05/22/2026

Retirement planning isn’t just about securing income; it’s also about keeping up with rising costs. Let’s make sure your plan is in good shape to keep up with the times.

If you can’t work, will your business still be able to generate cash flow? Having a strategy for protecting income durin...
05/11/2026

If you can’t work, will your business still be able to generate cash flow? Having a strategy for protecting income during illness or injury is critical to keeping your business running and your finances on track.

Let’s explore ways to help protect you.

Over 50% of U.S. adults lack financial literacy. You can build loyalty, reduce stress, and boost productivity with educa...
04/20/2026

Over 50% of U.S. adults lack financial literacy. You can build loyalty, reduce stress, and boost productivity with education on savings, budgeting, and retirement. Let's connect.

When it comes to plotting your retirement, making emotional decisions can result in timely mistakes. Let’s talk about yo...
04/17/2026

When it comes to plotting your retirement, making emotional decisions can result in timely mistakes. Let’s talk about your plan and see if we can create a strategy that
secures your income without sacrificing growth.

A strong executive benefits package helps you hire smarter and reduce turnover. From bonus programs to non-qualified pla...
04/06/2026

A strong executive benefits package helps you hire smarter and reduce turnover. From bonus programs to non-qualified plans, let’s partner with your tax and legal advisors to create a strategy that works.

With higher contribution limits and new Roth catch-up rules under SECURE 2.0, this year brings important changes to work...
03/23/2026

With higher contribution limits and new Roth catch-up rules under SECURE 2.0, this year brings important changes to workplace retirement plans.

Learn more at https://bit.ly/4bJ4Ono and consult your tax advisor for advice on your situation.

A variable annuity can be a great asset for those looking for investment diversification in their retirement planning. L...
03/20/2026

A variable annuity can be a great asset for those looking for investment diversification in their retirement planning. Learn more about how these options can help grow your nest egg and let’s connect.

https://bit.ly/4lIHjiQ

Tax season is here for small business owners, and the One Big Beautiful Bill Act could impact your business. Let’s discu...
03/09/2026

Tax season is here for small business owners, and the One Big Beautiful Bill Act could impact your business. Let’s discuss how recent changes to tax rules and deductions may impact your planning.

03/06/2026

With your choice of Income Guarantee Features to meet your unique focus, you can plan for retirement successfully, with your financial goals in mind.

Let's find the right solution for you today to help reach your financial goals.

Address

121 N Main Street
Elkridge, MD
18964

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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