Strategy Financial Group Expands to Peoria, Arizona
Strategy Financial Group, a premier financial planning firm dedicated to helping individuals and families achieve financial confidence in retirement, is pleased to announce the opening of its newest office in Peoria, Arizona.
Coinciding with the firm’s 15-year anniversary, this expansion enhances Strategy Financial Group’s ability to provide personalized financial guidance to residents in the West Valley, reinforcing its mission to empower clients with comprehensive, long-term financial strategies to help them navigate to and through their retirement.
Located at 8671 W Union Hills Drive, Suite 503, Peoria, AZ, the Peoria office will offer a full range of financial planning services, including retirement planning, investment management, tax-efficient strategies, estate planning, risk management, insurance and long-term care planning.
“Expanding into Peoria allows us to better serve our clients in the West Valley and the surrounding community with the financial planning expertise we’ve built over the years,” said Calvin Goetz, Founder and President. “Our goal is to provide clients with tailored strategies that align with their life goals, helping them retire with confidence and peace of mind.”
Since 2010, Strategy Financial Group has helped over 2,000 families build comprehensive retirement plans.
If you are approaching retirement, download our free retirement toolkit, which includes our retirement book and several useful guides that cover the most important financial considerations for retirement.
If you have questions about your retirement strategy, call us at 602.343.9301 or schedule a meeting with one of our advisors.
This content is provided for informational purposes only. It is not a guarantee of future success, is subject to change, and is not intended to serve as the basis for an individual’s financial decisions. Investment advice is offered through Strategy Financial Services, LLC, a registered investment adviser. Insurance products are offered through Strategy Financial Insurance, LLC, an affiliate of Strategy Financial Group, LLC.