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MassMutual financial professional.

Jeff Goeringemail

GOEplan Financial Group

121 N Main Street, Suite 309
Souderton, PA 18964

  • Professional Story

    Jeff grew up in the Philadelphia area, studied Biology at Messiah University, and spent the first 15 years of his career with a major pharmaceutical company. While working there, he discovered some strategies being underutilized in finance and founded GOEplan Financial Group in order to serve families and businesses in a unique manner. 

    The same critical thought and creative problem solving required in science, he brought to financial planning. Jeff earned his Chartered Special Needs Consultant designation as a response to the observation that these communities were underserved. This specific type of planning is very meaningful as he and his wife have 11 nieces and nephews with various disabilities (including Dravet Syndrome). For over a decade he has worked to facilitate online meetings in order to make planning more accessible and easier for families and this expands the geography his firm can support.

    Jeff and Robin have been married 28 years and have 5 children. 

    Education

    Messiah University

  • Languages:
    • English

  • Credentials:
    • RICP®
    • ChSNC™
    • CFP®
    • CEPA
    • ChFC®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Succession Planning
    • Special Care
    • College Funding Strategies
    • Retirement Strategies


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