• Are You Financially Independent?
    Request a complimentary, no-obligation consultation with Calvin Goetz to discuss your financial future!

    Upcoming EVENTS

    Are you prepared for retirement?

    We hold regular workshops for clients and prospective clients that feature information on specific topics regarding your financial future. We strive to keep you up-to-date on the issues that matter most to you, your family and your financial well-being. To inquire about attending an upcoming event, please complete the Event Registration.
     

    --- Retirement Planning Workshop ---


    Surviving Retirement: Strategies to Retire With Confidence, Without the Fear of Running Out of Money

    February 20 & 21 | 6:15 PM
    Preston's Steakhouse, North Scottsdale

    February 26 & 27 | 6:15 PM
    Chart House, Scottsdale


    Seating is limited. Please complete the Event Registration form to confirm that space is available.

    Event Registration
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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.