For nearly 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.
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It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
*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, California, Michigan and New Mexico. 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.
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