"I help clients achieve financial independence by protecting their assets from the uncertainty in the markets today."
– Calvin P. Goetz
Calvin P. Goetz
Partner & Co-Founder
Calvin Goetz is a financial advisor who has dedicated more than a decade of his professional career to helping retirees and pre-retirees attain their financial, retirement and estate planning goals. He is a Partner and Co-Founder of Strategy Financial Group headquartered in Phoenix, Arizona, and assists clients throughout Arizona and the U.S.
Calvin works to help families and individuals develop personalized financial plans and investment strategies to meet their lifestyle goals for retirement. Calvin is known among his clients and peers for being a solutions-driven advisor with a keen eye for detail and dedication to incomparable, personal client service.
Co-author of the upcoming book, Climbing the Retirement Mountain, Calvin is a widely recognized retirement planning specialist in Arizona. Additionally, Calvin is the co-host of Strategy Financial Radio on KKNT 960 AM where he provides his insight on pertinent retirement planning topics and what’s going on in the markets.
Calvin is a member and contributor of several private coaching groups including Ed Slott’s Elite IRA Advisor Group™ an organization of financial professionals dedicated to being leaders in the IRA industry. He is also a member of the National Association of Insurance and Financial Advisors (NAIFA). An Arizona native, Calvin is a proud graduate of Northern Arizona University.
Contact us today to request a complimentary, no-obligation consultation with Calvin Goetz to discuss your financial future. Call us or click here to complete our online appointment request.
Watch this video to learn more about Calvin and what inspired him to become a financial advisor.