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A Bit About Me
For nearly 20 years, Andrew has helped individuals, families, and business owners gain confidence through personalized financial and retirement planning. As a Wealth Advisor and Long-Term Care Specialist, he primarily focuses on protecting and preserving assets, maximizing income, and building strategies that align with each client’s goals. A fiduciary committed to transparency and integrity, Andrew offers expertise in investment management, tax planning, estate planning, and long-term care planning. He holds advanced credentials including CRPC®, CLTC®, and has earned a Retirement Planning Specialist Certificate from the Wharton School.
Andy Goetz is recognized as one of the nation’s leading Long-Term Care Specialists. He has been recognized by the American Association for Long-Term Care Insurance (AALTCI) as one of the top specialists in the country. Andy is also one of the selected few specialists in the nation endorsed by the AALTCI.
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.
