Retirement & Financial Strategies

Retirement & Financial Strategies We are accepting new clients as a team of advisors. Should I be adjusting my investment allocations? How will I replace my work income once I am retired?

Retirement and Financial Strategies is a locally owned and operated business that was created to offer you a highly focused resource for your financial planning and investment management needs. We offer investment management services, comprehensive financial and retirement planning, as well as risk management for possible premature death and/or long term care health needs. If you are not a current

client but are interested in learning more about our services, please give us a call to set up a no cost introduction meeting to see if it makes sense for us to establish a relationship. Just some of the questions we may be able to help you with are as follows:
Am I invested correctly for my goals and risk level? What are some things I may be able to do to manage market risk and return potential pertaining to my nest egg? What are things I can do to improve my chances of making my money last for all my lifetime? What should I be considering regarding my tax situation and potential ways to reduce my taxable income? What are my options with my employer 401(k) plan? Am I on the right path to increase my chance of accomplishing my goals? Am I saving enough? Am I withdrawing too much? When should I begin social security income? What company pension payout option may be best for my situation? Do I have enough life insurance in event I decease prematurely? Should I be considering long term care insurance in my situation? What should I be considering regarding the eventual transition of my assets to my heirs upon my death? Investment advice offered through Private Advisor Group, a registered investment advisor. Third party posts found on this profile do not reflect the views of Private Advisor Group and have not been reviewed by Private Advisor Group as to accuracy or completeness.

We are excited to announce that the Goetz family is growing! Congratulations to Evan and Adaira on their growing family...
03/23/2026

We are excited to announce that the Goetz family is growing! Congratulations to Evan and Adaira on their growing family! 💙

Check out our new and improved brochure! Learn more about our team and the services we provide our clients. Call 270-2...
02/02/2026

Check out our new and improved brochure! Learn more about our team and the services we provide our clients. Call 270-215-2600 to set up an appointment to work with us!

Our office is closed today due to the weather. Stay safe and warm! ❄️☃️
01/26/2026

Our office is closed today due to the weather. Stay safe and warm! ❄️☃️

Please join us in congratulating Emma and her fiance Paxton on their engagement!
12/19/2025

Please join us in congratulating Emma and her fiance Paxton on their engagement!

Be sure to check out our new billboard design next time you’re driving down Highway 54!
12/18/2025

Be sure to check out our new billboard design next time you’re driving down Highway 54!

Be sure to check out our article in the Messenger Inquirer today!
10/23/2025

Be sure to check out our article in the Messenger Inquirer today!

Check out our Chamber of Owensboro member of the week article highlighting our office!
10/13/2025

Check out our Chamber of Owensboro member of the week article highlighting our office!

Retirement & Financial Strategies, located at 3402 Frederica Street, was founded by Jerry Goetz, CFP®, CFS®, CRPC®, in 2018. Goetz has more than 25 years of experience as a financial advisor and established the local family business to provide top-level financial services and advice to clients fo...

Help us congratulate Evan on such a huge accomplishment! Earning this certification takes a lot of time, hard work and d...
10/04/2025

Help us congratulate Evan on such a huge accomplishment! Earning this certification takes a lot of time, hard work and dedication. We are so proud!

This is a paid release.

09/01/2025

In honor of Labor Day, our office is closed today. We will re-open tomorrow at 9:00 AM.

Get to know our receptionist Cindy!FAVORITE MEAL: SeafoodFAVORITE QUOTE: We are not human beings on a spiritual journey....
08/14/2025

Get to know our receptionist Cindy!

FAVORITE MEAL: Seafood

FAVORITE QUOTE: We are not human beings on a spiritual journey. We are spiritual beings on a human journey.

FAVORITE HOBBY: Bicycling and enjoying my grandchildren

FAVORITE BOOK/MOVIE: Look Both Ways

FAVORITE PART ABOUT WORKING AT RFS: Genuine kindness towards employees and clients and how knowledgeable and professional they are.

Life insurance is vitally important! Reach out to our office with any questions or for a life insurance quote!
07/31/2025

Life insurance is vitally important! Reach out to our office with any questions or for a life insurance quote!

Life insurance is a contract that provides financial protection if you die. Learn about types of life insurance policies and how to get coverage.

Address

3402 Frederica Street
Owensboro, KY
42301

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 1pm

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