• Request a complimentary, no-obligation consultation with Calvin Goetz to discuss your financial future!

    Meet Calvin Goetz
    Partner & Founder

    Creating the best possible path to your financial future

    Calvin Goetz

    Founder & Financial Adviser

    Calvin Goetz, Founder of Strategy Financial Group, LLC, an Arizona registered investment advisor, has dedicated more than a decade of his professional career to serving the financial and retirement planning needs of clients across the nation. As a wealth manager, Mr. Goetz works to provide personalized investment management strategies, helping pre-retirees and retirees grow their accumulated wealth throughout retirement, as well as effectively plan for the distribution of that wealth according to their estate plan.

    In recent years, Calvin has specialized in the intricate planning that is required for employer plans and 401(k) rollovers, helping corporate retirees efficiently transition their accumulated savings, without unnecessary taxes, penalties or fees. Additionally, he specializes in creating tax-efficient, comprehensive financial plans for the unique needs of his clientele. 

    Calvin brings more than ten years of experience in the retirement and insurance planning industries to Strategy Financial Group and has an extensive knowledge of the pressing issues facing retirees today. He is passionate about the specialized services he provides and has helped hundreds of clients between the ages of 40-80 establish personalized retirement plans. Mr. Goetz is also well-versed in asset protection, income planning, risk management, and structuring a legacy through succession planning.

    Calvin founded Strategy Financial Group with the purpose of helping clients develop the most appropriate financial plans to meet their lifestyle goals for retirement. As an Investment Adviser Representative with Strategy Financial Services, he holds a Series 65 securities license which permits him to provide investment advice in the areas of retirement planning and portfolio management. He is also life and health insurance licensed.

    Calvin has authored two books, Climbing the Retirement Mountain: And Getting Safely Down The Other Side and The Retirement Roadmap: 3 Steps To Living Your Best Life, and he co-hosted Strategy Financial Radio on KKNT 960 AM from 2013-2015, where he provided his insight on pertinent retirement planning and market-related topics. And as a Forbes Finance Council Member, Calvin works with Forbes' editorial team to share his expert insights in original articles on Forbes.com. 

    Mr. Goetz holds a membership with the National Association of Insurance and Financial Advisors (NAIFA), an organization that is dedicated to positive legislative and regulatory advocacy, enhancing its members business and professional skills, promotion of the ethical conduct of its members, and consumer financial literacy. Additionally, he is a member of the exclusive Ed Slott Elite IRA Advisor Group™ an organization of financial professionals dedicated to being leaders in the IRA industry. 

    Originally from Tucson, Arizona, Mr. Goetz holds a Bachelor’s degree from Northern Arizona University, and currently resides in Phoenix.

    Request a complimentary, no-obligation consultation with Calvin Goetz to discuss your financial future. Call us or click here to complete an online appointment request.

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

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    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.