Founded on Purpose. Built for Generations.
Retirement & Financial Strategies was founded by Jerry Goetz CFP®, CFS®, CRPC® with a focused mission: to create a highly personal, locally rooted resource for financial planning and investment management — serving clients not just through a single decision, but throughout their financial lives.
Jerry built the firm on the belief that meaningful financial guidance requires more than credentials. It requires relationships — the kind that develop over years of shared history, honest conversation, and genuine accountability to the people across the table.
Today, the practice has grown into a true family business. Jerry's daughter Emma and son Evan have each earned the CERTIFIED FINANCIAL PLANNER® certification and joined the firm's advisor team — bringing new energy, current expertise, and a long-term commitment to the clients and community their father worked decades to serve.
Together, the team at RFS is committed to one thing: being a financial partner that clients can count on at every stage of their lives.
