• 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?

    Upcoming Events

    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.

    Our Calendar of Events

    --- Lunch & Learn: Elder Law ---
    Thursday, May 11 at 12:00 p.m.
    Strategy Financial Group • 3200 E. Camelback Rd. Ste. 285 • Phoenix, AZ

    --- Lunch & Learn: Retirement Planning 101 ---
    Tuesday, June 27 at 12:00 p.m.
    Strategy Financial Group • 3200 E. Camelback Rd. Ste. 285 • Phoenix, AZ

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