"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, Partner and Co-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, Mr. Goetz 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.
Mr. Goetz 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.
Mr. Goetz co-founded Strategy Financial Group with the purpose of helping clients develop conservative financial plans to meet their lifestyle goals for retirement. His professional credentials include the Series 65 securities license which permits him to provide investment advice in the areas of retirement planning and portfolio management. Mr. Goetz 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™ which only awards membership to the top one percent of financial professionals nationwide.
Originally from Tucson, Arizona, Mr. Goetz holds a Bachelor’s degree from Northern Arizona University, and currently resides in Phoenix.
To learn more about how Calvin can help you with your current retirement planning and for a free, no-obligation 3-step review, call Calvin today at 602.343.9303 or 520.505.3605.
Investment advice is offered through Strategy Financial Services, LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Group. Strategy Financial Group is not affiliated with Strategy Financial Services, LLC although associates or employees of Strategy Financial Group may be Investment Adviser Representatives of Strategy Financial Services, LLC. Securities offered through Strategy Financial Services, LLC are placed through TD Ameritrade Institutional, Member FINRA/SIPC, and Security Benefit Life.