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    Strategy Financial Group
    Your Wealth. Your Way.

    Creating the best possible path to your financial future

    Strategy Financial Group

    Your Wealth. Your Way.

    You’ve worked hard your entire life. And you deserve the retirement you’ve always dreamed of. No matter what your plans are for the future, creating a custom plan to ensure that your assets provide for you and your family the way you want means partnering with a team of experienced wealth-building professionals.

    We know that retirement planning and financial planning can be complicated, but we also know our business. Our years of experience allow us to provide clear, easily understood explanations of products and services to help you make the best decisions.

    Strategy Financial Group is an industry leader when it comes to comprehensive Retirement Planning and Financial Planning. For more than a decade, the advisors of Strategy Financial Group have helped clients throughout the nation tailor a personalized suite of services to best fit their goals.

    The advisors of Strategy Financial Group focus their planning on a “gain and retain” philosophy and are dedicated to growing client’s wealth while simultaneously minimizing risk exposure and protecting existing assets. They are guided by the highest standards of integrity and professionalism so you can be confident that their recommendations will suit your personal circumstances.

    Each advisor of Strategy Financial Group holds a Series 65 securities license. As Investment Adviser Representatives, this license permits them to provide investment advice in the areas of retirement planning and portfolio management. Each of them is also life and health insurance licensed.

    Strategy Financial Group is based in Phoenix, Arizona with additional offices in Chandler, Scottsdale, Tucson and Oro Valley. To learn more about Strategy Financial Group, please click here.

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

    About Calvin Goetz
    Learn what inspired Calvin to become a financial advisor.

    Complimentary Guide
    "10 Things to Know About
    Retirement Income”

    Discover 10 things you’ll need to consider in creating your retirement strategy.
  • You’ve worked hard your entire life.
    And you deserve the retirement you’ve always dreamed of.
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    *Guarantees provided by life insurance and annuities are backed by the claims-paying ability of the insurer.

    Strategy Financial Services, LLC may transact business only in states in which it is registered, or in which it is excluded or exempted from registration. Strategy Financial Services, LLC is currently registered in Arizona. Investment advice is offered through Strategy Financial Services, LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.