America's leader in financial planning*David A Goetz
 | CRPC® Senior Financial Advisor |
(706) 868-8020
4210 Columbia Rd
Ste 1B
Martinez, GA 30907
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My Philosophy
Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan.
Qualifications
- Senior Financial Advisor
Interests
- I enjoy making a clients financial dreams come true.
- I enjoy watching minor league ice hockey
- I never turn down an invitation to fish
License information
I am licensed and registered to conduct business in GA.
Based on licenses and registrations I hold, I may also conduct certain business in AZ, NC, PA, SC, TN, TX
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
- Investment Advice
- Retirement Planning Strategies
- Protection and Insurance
- Estate Planning Strategies
- Family Planning/Family Changes
- Saving for Education
- Asset Allocation
- General Financial Planning