The People Behind Your Strategy
Get to know the dedicated professionals who are here to guide you through every step of your retirement journey.
Calvin Goetz, NSSA®
Founder & President
For more than 20 years, Calvin has dedicated himself to helping retirees and pre-retirees attain their financial, retirement and estate planning goals. Working closely with families and individuals, Calvin develops personalized financial plans and investment strategies to help them meet their retirement lifestyle goals. Calvin is known among his clients and peers for being a solutions-driven adviser with a keen eye for detail and dedication to incomparable, personal client service. He founded Strategy Financial Group, headquartered in Phoenix, Arizona, and assists clients throughout Arizona and the U.S.
Calvin is author of the books “Climbing the Retirement Mountain” and “The Retirement Roadmap.” He co-hosted "Strategy Financial Radio" on KKNT 960 AM from 2013-2015, where he provided his insight on pertinent retirement planning and market-related topics. And as a Forbes Finance Council Member, Calvin works with Forbes’ editorial team to share his expert insights in original articles on Forbes.com.
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.
Strategic Relationships
We have engaged AE Wealth Management, an unaffiliated investment advisor, to provide access to more products and services to our clients by letting us leverage their existing operations and investment management capacities.
AE Wealth Management serves as a turnkey asset management platform, providing resources and support for delivering investment advisory services. By collaborating with AE Wealth, we are able to access a diverse range of products and services from industry professionals designed to help address the complexities of today’s financial landscape. This relationship enhances the strategies and guidance we can offer as we work together toward your financial goals.
To learn more about AE Wealth Management and how they help us support our clients, click the button below.
AE Wealth Management, LLC (AEWM) is an SEC Registered Investment Adviser (RIA) located in Topeka, Kansas. Registration does not denote any level of skill or qualification. Strategy Financial Group is not an affiliate company of AE Wealth Management, LLC. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. This information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. None of the information contained herein shall constitute an offer to sell or solicit any offer to buy a security or insurance product.
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