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Building your Retirement Foundation

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


About Us

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Our Team

Learn more about our amazing team of professionals.

Team members

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Jerry Goetz
Bio
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Emma Goetz
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Kelsey Peacock
Bio
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Jackie Mitchell
Bio

Retirement and Financial Strategies is your number one resource for your financial planning and investment management needs throughout your lifetime:

  • During your accumulation phase - working years
  • During your transition into retirement
  • During your retirement income phase: non-working years

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

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

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