Blake Goehring

Background

About Blake Goehring

I am a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards Inc, focusing on developing customized investment strategies that are specifically catered to help meet the needs of each client. I take the time to fully understand a client's financial situation and create a foundation for building a lasting relationship. Only after I have gotten to know your financial goals, do I create a customized wealth management strategy. I adheres to the core financial principles which can be crucial to the likelihood of you achieving your financial goals. I assist people with their wealth accumulation, business finance, and maintaining a steady stream of income during retirement. I review each client's investments, keeping their strategies consistent with any changes in their financial goals. I primarily focus on small to medium-large agricultural and energy companies. I have a wide range of experience from managing short-term cash to building customized retirement plans to fit the needs of any business and their employees. I received the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards Inc, and the Chartered Retirement Planning Counselor℠, and Chartered Retirement Plans Specialist℠ designations, and have helped many retirees achieve the income they need for a comfortable retirement. I build tailored portfolios to help meet the needs of high-net-worth individuals, business owners, and executives.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.*Chartered Retirement Planning Counselor℠, CRPC® and Chartered Retirement Plans Specialist℠, CRPS® are registered service marks of the College for Financial Planning.