Andy Goetz, CRPC®, CLTC®
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.
Credentials and Designations
Obtained CLTC® designation
Obtained CLTC® designation (Certification in Long-Term Care) -2014
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.
Obtained CRPC® designation
Obtained CRPC® designation (Chartered Retirement Planning CounselorSM) from The College for Financial Planning - 2018
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, using models and techniques from real client situations.
Retirement Planning Specialist®
I have been awarded the title of Retirement Planning Specialist by AXA-Advisors, LLC based on the receipt of a Certificate in Retirement Planning from the Wharton School of Finance at the University of Pennsylvania.