Skip to main content

Retirement & Financial Strategies Logo

  • Home
  • About Us 
    • Jerry Goetz
    • Kelsey Peacock
    • Amy Daniels
  • New Clients
  • Resources
    • Client Login
  • Contact

Building your Retirement Foundation

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.


Learn More

About

 

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

New Clients - Jerry - Icon

 

New Clients

A no cost, no obligation introduction meeting can be scheduled with to determine if it would be beneficial for all parties to work together.

 

Client Login

LPL Account View

RFS is your number one resource for your retirement needs and provides focus on three groups of clients:

  • Clients approaching retirement
  • Clients transitioning into retirement
  • Clients that are retired

Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Investments

Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.

 

Insurance

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

Home

Our Team

Learn more about our amazing team of professionals.

Team members

Photo of team member

Jerry Goetz

Bio
Photo of team member

Kelsey Peacock

Bio
Photo of team member

Amy Daniels

Bio

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (270)215-2600

Email: jerry@retirementandfinancial.com

3402 Frederica Street
Owensboro, Kentucky
42301 United States

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information

Securities offered through LPL Financial, member FINRA/SIPC.

Investment advice offered through Private Advisor Group, a Registered Investment Advisor.

Private Advisor Group and Retirement & Financial Strategies are separate entities from LPL Financial.

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.  Other advisory services offered through Private Advisor Group and Retirement & Financial Strategies Group are separate entities from LPL Financial

© 2021 Retirement and Financial Strategies. All rights reserved.

Website Design For Financial Services Professionals