Okun Financial Group, Inc.

CONNECT

Address:

1300 York Road, Suite 200
Lutherville, MD 21093

Phone:

(410) 494-6130

Fax/Other:

(410) 494-6131

Andrew Goetz, CRPC®, CLTC®

Andrew Goetz, CRPC®, CLTC®

Long Term Care Specialist
Wealth Advisor

Andrew Goetz, commonly known as Andy, takes pride and is passionate in helping his clients protect themselves, their families and their businesses from the unexpected turns life often takes, and to help guide them toward a solid financial future.

Whether it involves retirement planning, wealth management, insurance protection, education funding , estate planning or business planning, he can carefully design and implement a personalized financial strategy specific to your needs.

It is his experience that every client has individual needs which require an individual approach.  The planning process begins with a complementary consultation with an initial discussion of your current financial situation, your immediate goals and objectives, and those that may arise in the future. Andy will then work to provide guidance on the best course of action going forward. 

Andy comes to Okun Financial Group with well over a decade of expertise as an owner and CEO of a nationally recognized successful small business in the Baltimore and Washington market. He thoroughly understands the challenges facing business owners and executives in today's business environment. 

As a financial professional, Andy is required to be licensed in the areas in which he practices as well as continuing education in those areas. 

Andy is a graduate of the University of Baltimore and maintains the FINRA Registrations Series 7 and Series 66. He also maintains Life, Health & Annuities Insurance licenses. To stay on top of his field and further develop his professional skills, he regularly attends industry training and certification programs. 

Andy was previously awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Certificate in Retirement Planning from Wharton School of Finance at the University of Pennsylvania. He also obtained the CRPC® designation (Chartered Retirement Planning Counselor) from The College for Financial Planning. Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process. 

In addition, he also obtained the CLTC® designation (Certification in Long-Term Care). Individuals who hold CLTC® designation have completed a course of study that focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances.

Andy has also been awarded the right to earn membership in the prestigious Million Dollar Round Table*. "MDRT". This is a distinguishing career milestone, attained only by those who have demonstrated exceptional knowledge, experience and client services. 

Behind his professional success is his family which he so proudly adores. He is a simple guy in his personal life and values the time he can share with Kim his wife of 16 years as well as son’s Owen, Grant, Noah and daughter Leah. 

Whether you want a second opinion, or don’t know where to start, Andy welcomes your calls or
 e-mails and looks forward to assisting you securing your financial future.

*To qualify for MDRT, members must meet a certain level of premium, commission or income during the year.  For details please visit http://bit.ly/2eFx0ex.  

 

Andrew Goetz is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Okun Financial Group is not an affiliate of Lincoln Financial Advisors Corp., nor is it a registered investment advisor.  CRN-2124011-051618

Phone 410-494-6134
Fax 410-494-6135