Mark Goetz (CFP®, ChFC®, CLU, EA, MS)

Mark Goetz focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

 

I specialize in the following:
 
  1. Comprehensive Financial Planning
  2. Individual Tax Planning
  3. Retirement Planning
  4. Cash Flow Counseling

 

Additional Information

Most of my clients come from households who are in the middle 2/3 of the incomes ($25,000 - $90,000) of my home county (Lenawee) in Michigan. I also have clients in Illinois, and others working as missionaries overseas. Their net worth’s have ranged from negative (starting out) to over $1million.
 
I educate my clients on how to make their income & assets work most efficiently for them.  The 3 areas I have focused on most are:
­        1) Income tax reduction
­        2) Reducing the hidden, and usually high, costs of investing
­        3) Understanding how insurance works, how to evaluate needs, and how to make cost/benefit decisions
 
Remote meetings are easily accomplished via internet access and a phone call. 

NAPFA Start Date

June 29, 2007

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This Office

1570 Secor Farms Trail Traverse City, MI 49685 Phone: (231) 620-3242