Jody Goss, CEP®, RFC®, NSSA®

Jody Goss, CEP®, RFC®, NSSA®

As our director of planning, Jody Goss has been in the financial services business for nearly three decades and has helped hundreds of individuals and families transition from working to retirement. By helping to develop a plan that creates peace of mind for retirement income a retiree is better able to enjoy retirement and be less anxious about it. Jody also teaches CPA’s, financial advisors and attorneys on strategies for sustainable, predictable and reliable retirement planning.