Charles Goetz


    Focus: Insurance Strategies, Investment Strategies, Business Owners, Business Succession Planning, Estate Planning, Retirement Income Planning

    Languages: English, Spanish

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    Education

    Kalamazoo College 2003-2007

    Hobbies

    Triathlon

    See Charles’s Licenses and Disclosures

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    Contact Charles

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    Holvick and Assoc.

    Satellite Office

    3309 W. Silver Lake Rd., Suite A,
    Fenton, MI 48430

    CRN201912-180567