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    Wealth Management

    Creating the best possible path to your financial future

    Insurance Solutions

    While insurance planning is often overlooked, depending on your particular circumstances, it can be an integral part of one’s overall retirement and financial plan. Our Fixed Annuity and Fixed Indexed Annuity strategies can help create guaranteed income for life and a stable, predictable standard of living. Our Life Insurance, Long Term Care Insurance and Medicare Supplemental Insurance solutions can potentially help ensure your financial security.

    Life Insurance
    While life insurance is not something one necessarily likes to think about, having a solid policy in place can offer a number of benefits not the least of which is peace of mind. Life insurance can be used to help protect loved ones (a spouse, young children or other dependents) from loss of income in the event of your passing so that they do not endure a financial crisis. It can also pay for estate taxes and final expenses (e.g., burial costs, debts, medical expenses) so as not to burden your loved ones, or it can create an inheritance for your heirs. If desired your policy can also be used to make a planned charitable contribution at the time of your death (by making a charity the beneficiary of your policy). Whatever your goal, we can help you select the life insurance policy that best fits your needs.

    Fixed & Fixed Indexed Annuities
    A Fixed Annuity is an insurance product that pays a fixed, guaranteed rate of interest while offering guarantee of principal and tax-deferred growth. One of the most popular types of fixed annuities is a Fixed Indexed Annuity which offers the potential upside of stock market-linked growth without loss of principal due to market downturns. For clients looking to create guaranteed income for life and a stable, predictable standard of living, fixed annuities are a great option to consider as part of one's overall retirement strategy. While there is an abundance of annuity products on the market today, you can be confident that we will offer you the expertise and guidance in selecting the best solution to suit your overall goals.

    Long Term Care Insurance
    Did you know that nearly two-thirds of people over age 65 will require long term care at some point (via home care, adult day health care, assisted living or a nursing home)? Such care is often very costly and can quickly wipe out one's assets. In fact, the average annual cost for a semi-private room in a nursing home in Arizona in 2016 was $75,552; a private room cost an astonishing $93,072.1 After we discuss your long term care preferences and expectations, we will help you determine how to best pay for long term care costs and protect your assets before the need arises.

    Medicare Supplemental Insurance
    Medicare Supplemental Insurance (also referred to as Medigap) is available to help you cover gaps in Medicare coverage such as deductibles, coinsurance and copayments. Through our strategic affiliate, we will assist you by gathering quotes from various insurance companies to help ensure that you get the best rates from companies with the strongest financial stability.

    Insurance products are offered through Strategy Financial Insurance, LLC, an affiliate of Strategy Financial Group, LLC. Annuities are not suitable or appropriate for all individuals, are subject to fees and surrender charges, and pay customary commissions to Strategy Financial Insurance and/or your licensed insurance agent. Clients are never obligated to purchase the insurance products we recommend, or to purchase them through our affiliates.

    1 Source: Genworth 2016 Cost of Care Survey

    About Calvin Goetz
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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.