Calvin Goetz, Partner & Founder, Strategy Financial Group

Calvin Goetz is a financial advisor who has dedicated more than a decade of his professional career to helping retirees and pre-retirees attain their financial, retirement and estate planning goals. He is a Partner and Founder of Strategy Financial Group headquartered in Phoenix, Arizona, and assists clients throughout Arizona and the U.S.

Calvin works to help families and individuals develop personalized financial plans and personalized investment strategies to meet their lifestyle goals for retirement. Calvin is known among his clients and peers for being a solutions-driven advisor with a keen eye for detail and dedication to incomparable, personal client service.

Author of Climbing the Retirement Mountain, Calvin is a widely recognized retirement planning specialist in Arizona. Additionally, Calvin hosted Strategy Financial Radio on KKNT 960 AM where he provided insight on pertinent retirement planning and market-related topics.

Calvin is a member of several private coaching groups including Ed Slott’s Elite IRA Advisor Group™ an organization of financial professionals dedicated to being leaders in the IRA industry. He is also a member of the National Association of Insurance and Financial Advisors (NAIFA). An Arizona native, Calvin is a proud graduate of Northern Arizona University.

To schedule a time to discuss your financial future in a no-obligation consultation with Calvin, contact us today.