• 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

    Partner & Founder

    Calvin Goetz, Partner and Founder of financial advisory firm, Strategy Financial Group, 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 conservative wealth manager, Mr. Goetz works to provide low-risk, 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 conservative financial plans to meet their lifestyle goals for retirement. He holds a Series 65 securities license which permits him to provide investment advice in the areas of retirement planning and portfolio management. Calvin is an Investment Adviser Representative of Strategy Financial Services, a Registered Investment Advisory firm. He is also life and health insurance licensed.

    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.

    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.

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    Investment advice is offered through Strategy Financial Services, LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Group, LLC.