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About Andy

Take a few minutes exploring our site to learn about the types of coverage we provide and the educational resources we offer, and then contact us to discuss how we can help meet your unique needs.

Andy Boettcher

Andy Boettcher is a licensed agent in Ohio, Kentucky and Florida and many other states with over 15 years of experience in financial and estate planning. As an active member of his community and church, he takes serving his fellow tri-state residents seriously. Andy has made it his personal mission to enrich people’s lives through financial education, ensuring their retirement needs are met and providing peace of mind.


First and foremost, Andy is a happily married family man with six children. His wife Karen has worked in hospice and home healthcare, so they really make supporting their community into the family business! When not at work, Andy and Karen run an antique business together, combining their love of each other and the hunt for unique treasures at estate sales and flea markets.


With A to Z Retirement Planners, Andy will truly make you a member of the family when you discuss the best options for your unique financial situation. His expertise in senior income planning, estate planning, long term care options and many more aspects of providing a secure retirement will ensure that your family's needs are taken care of and your assets are safe. You will rest easily in the knowledge that Andy is in your corner.

Andy holds a Bachelors of Science from the University of New Hampshire. He is also a Certified Social Security Strategist, and a frequent conference speaker on the topics of Social Security Optimization, Estate Planning, Medicare, Life Insurance and other financial topics.


Andy is a Certified Social Security Strategist as seen on:

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