First Friday Building Business Over Breakfast

Description

Robert Goelz has an MBA from Baldwin Wallace College and a BSEE from Ohio State. Bob is a financial services professional, a retirement consultant, and a leader dedicated to helping you protect your assets and grow your financial strength. Bob is licensed in Ohio, Kentucky and New Jersey as an insurance agent, Bob works for Transamerica Agency Network and is held to a high standard striving to show clients that he cares by helping them to achieve a lifetime of financial security.
 
YOUR FUTURE IS WORTH MORE As a licensed insurance agent, Bob wants to provide you with the guidance and innovative strategies you need and deserve. He wants to help you pursue your financial goals and have peace of mind about your financial future. As a financial services professional, he stands by what he says and what he does. He strives to deliver on the promises he makes and help you have a future that is worth more. Bob will be joined by his colleague, Justin Carras, and they will focus on Retirement Planning and Investment Risk as well as index protection that never lets your portfolio lose and takes advantage of gains in the market. Tax free accumulation and Tax free distribution as well as inflation protection go hand in hand as well. They will also show a retirement planning tool that will give you a picture of how long your retirement investments will last.