| Name: | RETIREMENT & FINANCIAL SOLUTIONS, INC. |
| Legal type: | Kentucky Corporation |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 16 Sep 2004 (21 years ago) |
| Organization Date: | 16 Sep 2004 (21 years ago) |
| Last Annual Report: | 05 Mar 2025 (a month ago) |
| Organization Number: | 0595094 |
| Industry: | Personal Services |
| Number of Employees: | Small (0-19) |
| ZIP code: | 42301 |
| City: | Owensboro, Saint Joseph, St Joseph, Stanley |
| Primary County: | Daviess County |
| Principal Office: | 3402 FREDERICA STREET, OWENSBORO, KY 42301 |
| Place of Formation: | KENTUCKY |
| Authorized Shares: | 1000 |
| Name | Role |
|---|---|
| GERALD P GOETZ | Registered Agent |
| Name | Role |
|---|---|
| Gerald P Goetz | President |
| Name | Role |
|---|---|
| GERALD P. GOETZ | Incorporator |
| Department | License Number | License Type / Line of Authority | Status | Issue Date | Effective Date | Inactive Date | Expiry Date | Address |
|---|---|---|---|---|---|---|---|---|
| Department of Insurance | DOI ID 597586 | Agent - Life | Active | 2022-06-06 | - | - | 2026-03-31 | - |
| Department of Insurance | DOI ID 597586 | Agent - Health | Active | 2022-06-06 | - | - | 2026-03-31 | - |
| Department of Insurance | DOI ID 597586 | Agent - Variable Life and Variable Annuities | Inactive | 2004-10-27 | - | 2021-12-14 | - | - |
| Name | Status | Expiration Date |
|---|---|---|
| RETIREMENT & FINANCIAL STRATEGIES | Active | 2027-10-07 |
| Name | File Date |
|---|---|
| Annual Report | 2025-03-05 |
| Annual Report | 2024-04-09 |
| Amendment | 2023-10-23 |
| Annual Report | 2023-03-28 |
| Name Renewal | 2022-10-07 |
| Annual Report | 2022-03-10 |
| Annual Report | 2021-02-17 |
| Annual Report | 2020-02-12 |
| Annual Report | 2019-05-02 |
| Annual Report | 2018-06-05 |
Sources: Kentucky Secretary of State
