What problem(s) were you trying to solve by working with Strategy Financial Group?

Mostly to make my money grow and last throughout my retirement.

How would you describe your financial advisor?

I believe he understands the challenges of women on their own. He listens…to specific things that are concerning.

What has exceeded your expectations since working with us?

Well its been a short time, but I have appreciated their attention to me in spite of the fact I am not a ‘big’ client in the area of money. Small amount I’m sure compared to many.

What's the main reason you would recommend working with Strategy Financial Group?

I think they will hear you and work with your challenges.

What would you tell someone who is considering working with Strategy Financial Group?

They should be considered for your ‘strategy’. Especially when you’re not as savvy with financial things.

Is there anything else that you would like to comment on or say about Strategy Financial Group?

Very courteous and friendly.

What can Strategy Financial Group do better?

I don’t have anything.

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What problem(s) were you trying to solve by working with Strategy Financial Group?

Evaluation of brokerage and IRA account, review of estate papers and overall investment strategy.

How would you describe your financial advisor?

Personable, very knowledgeable with a sincere concern to help others.

What has exceeded your expectations since working with us?

The expediency and thoroughness of the work that all members have shown.

What's the main reason you would recommend working with Strategy Financial Group?

The professionalism of their whole approach to making sense of reaching the individuals' goals and concerns.

What would you tell someone who is considering working with Strategy Financial Group?

Be enthusiastic about the growth and opportunities that they might make possible to clients.

Is there anything else that you would like to comment on or say about Strategy Financial Group?

So far the confidence in their approach has been very uplifting.

What can Strategy Financial Group do better?

Not much comes to mind - just keep the communications flowing and helping set attainable bench marks along the way.

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What problem(s) were you trying to solve by working with Strategy Financial Group?

A well-managed portfolio.

How would you describe your financial advisor?

Knowledgeable with great experience.

What has exceeded your expectations since working with us?

Returns given the current market conditions.

What's the main reason you would recommend working with Strategy Financial Group?

Great people with the right skill sets to get the expected results.

What would you tell someone who is considering working with Strategy Financial Group?

Sit down and have a conversation.

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What problem(s) were you trying to solve by working with Strategy Financial Group?

Setting up financial plan for retirement.

How would you describe your financial advisor?

He figured out what our needs were and followed through with a plan. He listened to our needs and gave great advice.

What has exceeded your expectations since working with us?

The ease of contact and making any changes.

What's the main reason you would recommend working with Strategy Financial Group?

They know what they are doing and they keep up with what is happening in the financial world.

What would you tell someone who is considering working with Strategy Financial Group?

I would say to sit down with them and listen to what they have to offer you and all the different services they offer. It is definitely worth your time.

Is there anything else that you would like to comment on or say about Strategy Financial Group?

Their recommendations have been spot on, our investments are doing well and we feel safe for our future.

What can Strategy Financial Group do better?

Nothing, just keep up with what you are doing.

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What problem(s) were you trying to solve by working with Strategy Financial Group?

Retirement planning

How would you describe your financial advisor?

Excellent. Calvin is very knowledgeable and helpful. Over the last two plus years, he has educated, advised and supported our transition from work to retirement including help in securing a mortgage and refinance a year later of our new home in California. I shudder to think where we’d be had we not consulted him. He and his team provides stellar customer service.

What has exceeded your expectations since working with us?

Our ROI.

What's the main reason you would recommend working with Strategy Financial Group?

Expertise and transparency.

What would you tell someone who is considering working with Strategy Financial Group?

Do it NOW!

Is there anything else that you would like to comment on or say about Strategy Financial Group?

They provide an invaluable service with humor and respect.

What can Strategy Financial Group do better?

Open an office in San Diego County.

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What problem(s) were you trying to solve by working with Strategy Financial Group?

My lack of knowledge regarding investing my money

How would you describe your financial advisor?

Friendly, good listener, explains information so I can have a foundation of knowledge regarding my investments. He has a good sense of humor and is honest. Very knowledgeable regarding investing.

What has exceeded your expectations since working with us?

Great communication through emails and phone calls.

What's the main reason you would recommend working with Strategy Financial Group?

The trust that I have in them to make the best decisions regarding investing my money.

What would you tell someone who is considering working with Strategy Financial Group?

“You will not be sorry”

Is there anything else that you would like to comment on or say about Strategy Financial Group?

The staff are very friendly and professional, always trying to make us as comfortable as possible when we visit the office.

What can Strategy Financial Group do better?

Continue doing what you do, it works and I am very happy being a customer.

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What problem(s) were you trying to solve by working with Strategy Financial Group?

Retirement...how to navigate it once you are retired.

How would you describe your financial advisor?

Calvin is the best! He always the answers! He will think of things that I don’t!

What has exceeded your expectations since working with us?

Everything in regards to retirement. Make me feel I don’t have to worry about it because Calvin has my back!

What's the main reason you would recommend working with Strategy Financial Group?

Security during retirement. No worries!

What would you tell someone who is considering working with Strategy Financial Group?

Yes, do it! They are the best and you can trust their decisions!

Is there anything else that you would like to comment on or say about Strategy Financial Group?

Great people and they really care about your future!

What can Strategy Financial Group do better?

I can’t think of a thing!

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What problem(s) were you trying to solve by working with Strategy Financial Group?

Set up retirement plan

How would you describe your financial advisor?

Very professional

What has exceeded your expectations since working with us?

They keep in contact with us and monitor our financial goals.

What's the main reason you would recommend working with Strategy Financial Group?

Easy to work with and have your best interest in mind.

What would you tell someone who is considering working with Strategy Financial Group?

I would highly recommend them.

Is there anything else that you would like to comment on or say about Strategy Financial Group?

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What can Strategy Financial Group do better?

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What problem(s) were you trying to solve by working with Strategy Financial Group?

Investment strategies

Retirement planning

How would you describe your financial advisor?

Knowledgeable

Sound advisor

Always prepared to present options

Excellent resource for up to date financial information

What has exceeded your expectations since working with us?

Investment performance

What's the main reason you would recommend working with Strategy Financial Group?

Experience and knowledge

What would you tell someone who is considering working with Strategy Financial Group?

You would be hard pressed to find a better advisor

Is there anything else that you would like to comment on or say about Strategy Financial Group?

Regular news and updates to clients are appreciated

What can Strategy Financial Group do better?

Can’t think of anything

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What problem(s) were you trying to solve by working with Strategy Financial Group?

Establishing a retirement plan

How would you describe your financial advisor?

Very knowledgeable, conscientious, honest and truly concerned to make the best decisions for the client.

What has exceeded your expectations since working with us?

The overall retirement plan that Calvin was able to create for us.

What's the main reason you would recommend working with Strategy Financial Group?

We have worked with four other Wealth Advisors before Strategy Financial Group and none of them came close to the expert planning of SFG.

What would you tell someone who is considering working with Strategy Financial Group?

They do an excellent job of establishing a comprehensive, well rounded financial plan and retirement package.

Is there anything else that you would like to comment on or say about Strategy Financial Group?

Calvin Goetz always gives professional advice that has the best interest of the client first and foremost.

What can Strategy Financial Group do better?

Respondent skipped this question

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What problem(s) were you trying to solve by working with Strategy Financial Group?

Setup a living trust and for sound investments

How would you describe your financial advisor?

Smart, knowledgable, friendly and accessible

What has exceeded your expectations since working with us?

For providing sound investments that give lifetime income.

What's the main reason you would recommend working with Strategy Financial Group?

They fit your desires to the appropriate investments.

What would you tell someone who is considering working with Strategy Financial Group?

If you want a firm that makes investments with your wellbeing in mind Strategy Financial Group is the one.

Is there anything else that you would like to comment on or say about Strategy Financial Group?

You have taken care of our investments for over 15 years and we have both done well.

What can Strategy Financial Group do better?

?

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What problem(s) were you trying to solve by working with Strategy Financial Group?

Retirement planning, Wills and Trusts

How would you describe your financial advisor?

Extraordinarily skilled in both financial planning and communication. His warmth coupled with his depth of knowledge is rare and beautiful

What has exceeded your expectations since working with us?

Warmth, responsiveness and skill

What's the main reason you would recommend working with Strategy Financial Group?

See above

What would you tell someone who is considering working with Strategy Financial Group?

If you want skillful, knowledgeable, personal CARE go to Calvin! I have referred many friends and colleagues to him.

Is there anything else that you would like to comment on or say about Strategy Financial Group?

We are so happy we found Strategy Financial Group. we feel very well taken care of.

What can Strategy Financial Group do better?

Nothing I can think of

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What problem(s) were you trying to solve by working with Strategy Financial Group?

feeling secure in retirement and what to do with the money I had saved in 401Ks.

How would you describe your financial advisor?

Knowledgeable and able to explain everything related to my financial security at my level of understanding, capable, kind, hard working.

What has exceeded your expectations since working with us?

My level of comfort with my future is due to the reassurance I get every time I speak with Calvin. I never thought I would be able to retire a little early and feel secure that my funds will last until well after my lifetime.

What's the main reason you would recommend working with Strategy Financial Group?

Their competence, their high level of service to the clients.

What would you tell someone who is considering working with Strategy Financial Group?

Go for it!

Is there anything else that you would like to comment on or say about Strategy Financial Group?

During the pandemic, SFG has been so accommodating. Never once during this period did I feel they might drop the ball or not have their attention focused on the health of my funds.

What can Strategy Financial Group do better?

I can't think of anything!

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What problem(s) were you trying to solve by working with Strategy Financial Group?

Money management and financial planning

How would you describe your financial advisor?

Very knowledgeable and explains information very clearly.

What has exceeded your expectations since working with us?

The above and always receiving prompt responses.

What's the main reason you would recommend working with Strategy Financial Group?

Their knowledge and expertise.

What would you tell someone who is considering working with Strategy Financial Group?

They would be hard pressed to find a better group.

Is there anything else that you would like to comment on or say about Strategy Financial Group?

No

What can Strategy Financial Group do better?

Nothing in my opinion.

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What problem(s) were you trying to solve by working with Strategy Financial Group?

When l first started with Mr Goetz I needed a will and a trust. Because my wife had became ill.

How would you describe your financial advisor?

He's great person and loves working with you.

What has exceeded your expectations since working with us?

How much money I have how.

What's the main reason you would recommend working with Strategy Financial Group?

He know what he is doing.

What would you tell someone who is considering working with Strategy Financial Group?

That he is good at what he does and knows how to invest your money.

Is there anything else that you would like to comment on or say about Strategy Financial Group?

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What can Strategy Financial Group do better?

Respondent skipped this question

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What problem(s) were you trying to solve by working with Strategy Financial Group?

I wanted to maximize my retirement funds without many risks.

How would you describe your financial advisor?

I found him to be very knowledgeable, informed, sincere, interested in my wants and needs. He made me comfortable in assisting me in my financial decisions.

What has exceeded your expectations since working with us?

Everything, I don't worry about my base funds eroding. My advisor is on top of everything. Although he is very busy, he always takes the time to answer my questions and give me new information and guidance.

What's the main reason you would recommend working with Strategy Financial Group?

The in depth knowledge they have in the overall market ups and downs. They are always looking how they can maximize returns on investments. They are sincere and caring about their customers and customer needs. A rarity in business today.

What would you tell someone who is considering working with Strategy Financial Group?

I would just say GO FOR IT. They would as I have find SFG awesome to work with. I have trusted them with all my retirement needs.

Is there anything else that you would like to comment on or say about Strategy Financial Group?

Just to say Calvin and his team are AWESOME. Keep up the great work.

What can Strategy Financial Group do better?

I can't think of anything at this time. They always respond immediately when I call. Thanks SFG.

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What problem(s) were you trying to solve by working with Strategy Financial Group?

No problem, however we were wanting to understand/put into place a means of planning for retirement with a constant flow of income for life.

How would you describe your financial advisor?

Calvin has been great for twenty years, very attentive to our needs as they have changed over the years. Also Calvin has been proactive in making certain we are covering all our basis as the investment world continues to change around us.

What has exceeded your expectations since working with us?

We are fortunate .. we were young enough to plan with a twenty year horizon. We had the where-with-all to finance the plan and have the council of Calvin to do it properly. We are truly living your vision of a retired life that is financially sound and encompasses the five legs of the stool.

What's the main reason you would recommend working with Strategy Financial Group?

For all the reasons mentioned above. As well as personalized advice, professionalism, involvement and interaction. My lack of having been able to recommend more individuals to Strategy Financial Group has simply been at my age most people feel they have a relationship with a like company and are hesitant to change.

What would you tell someone who is considering working with Strategy Financial Group?

If I was asked as a reference, to share my experience/history or planning process, I would reiterate the five components, how I was counseled in developing my plan and how I am now retired, living the Strategy Financial Group "vision" virtually stress free.

Is there anything else that you would like to comment on or say about Strategy Financial Group?

We have always been extremely impressed with the "going beyond" actions Strategy performs. You truly make us feel we are a part of your family and vice versa. Birthday cards, anniversary cards, special events that are important in our life that are acknowledged by you which means its important in your life too.

What can Strategy Financial Group do better?

It certainly seems you have the right processes in place to be receptive and extremely effective to your client base. Many companies, unfortunately, treat new/potential clients differently than existing clients. I don't believe Strategy Financial Groups mission would allow that to happen and I feel really good about that.

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What problem(s) were you trying to solve by working with Strategy Financial Group?

My husband was transitioning out of a different firm with a not-so-trustworthy plan of action for our retirement future, subsequently putting us in a precarious situation during a very difficult economic downturn.

How would you describe your financial advisor?

Our financial advisor, Calvin Goetz, has proved to be very trustworthy, honest, knowledgeable, and caring provider. He is always current on his financial advice to us; able to explain all options available to us; and has kept us on track with our retirement plans--future and present.

What has exceeded your expectations since working with us?

The level of respect, compassion, knowledge, and integrity that Calvin and his staff exhibit each and every day to assist individuals, such as ourselves, who aspire to prepare to live a lifestyle one dreams of creating for yourself and your family, even when economic challenges prevail, twist, and determine to destroy you.

What's the main reason you would recommend working with Strategy Financial Group?

You will not find a more honest, dedicated team of knowledgeable, hard-working individuals who have your best interest at hand. You will not be disappointed.

What would you tell someone who is considering working with Strategy Financial Group?

I'd say, "Welcome to the family!" You are in good hands.

Is there anything else that you would like to comment on or say about Strategy Financial Group?

Only that I wish I knew 20-30 years ago what Calvin has taught us today. But going forward, we are grateful to have been lead into his very capable hands.

What can Strategy Financial Group do better?

I honestly don't know. The Strategy Financial Group is le cream of le cream! They strive for success within their team and put clients first in all their decisions. They not only take care of their internal families, and clients, but they also put countless volunteer hours into our communities, as well.

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What problem(s) were you trying to solve by working with Strategy Financial Group?

How much should I save for retirement? When can I retire? What will be my monthly retirement income? In retirement, which income sources should I draw from in what order? What are the tax implications of such withdrawals? Is my money invested in the right places?

How would you describe your financial advisor?

Very knowledgeable, very professional, very friendly, and my wife and I get a good vibe from him.

What has exceeded your expectations since working with us?

The ease of communication. Not feeling like I was the child asking for a piece of candy... so to speak.

What's the main reason you would recommend working with Strategy Financial Group?

They can get your retirement planning and execution on track.

What would you tell someone who is considering working with Strategy Financial Group?

Go to these guys if you want a piece of mind about your financial future.

Is there anything else that you would like to comment on or say about Strategy Financial Group?

All the staff is pleasant and enjoyable. Calvin is great!

What can Strategy Financial Group do better?

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What problem(s) were you trying to solve by working with Strategy Financial Group?

Semi-annual review

How would you describe your financial advisor?

Knowledgeable, easy to talk to about our portfolio, genuinely cares about my needs.

What has exceeded your expectations since working with us?

Our retirement seems to be in good hands

What's the main reason you would recommend working with Strategy Financial Group?

Letting our money grow to be secure in our retirement years

What would you tell someone who is considering working with Strategy Financial Group?

Great place to place your money

Is there anything else that you would like to comment on or say about Strategy Financial Group?

Everyone we have been has been very welcoming and pleasant to work with.

What can Strategy Financial Group do better?

Respondent skipped this question

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What problem(s) were you trying to solve by working with Strategy Financial Group?

My initial reason for looking into Calvin's expertise was to establish a trust, so I (we) can more easily transfer our assets when the inevitable happens. Secondarily, I wanted to have very low risk investments that at least keep up with inflation. Calvin has taken care of both needs very satisfactorily.

How would you describe your financial advisor?

We worked directly with Calvin, the founder. He's extremely knowledgeable about various types of investments and tax strategies.

What has exceeded your expectations since working with us?

The trust we set up was exactly what I was hoping for, but the investment vehicles Calvin recommended lowered my risk to almost zero (no principle loss, but that pesky inflation never goes away), while beating the CD rates I'd locked in before they dropped back down.

What's the main reason you would recommend working with Strategy Financial Group?

The crew at SFG is honest, efficient, and very knowledgeable. Minor issues are owned and managed quickly. I believe in the investment products we've chosen based on their recommendations, although time will tell the full story there, as they are relatively new for me.

What would you tell someone who is considering working with Strategy Financial Group?

Attend a seminar and get a free meal, there really is no catch. Schedule a meeting and bring all of your financial/estate questions, I'm sure they have and answer you'll appreciate.

Is there anything else that you would like to comment on or say about Strategy Financial Group?

It's nice to get a birthday gift, even at my age. 😉

What can Strategy Financial Group do better?

Respondent skipped this question

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What problem(s) were you trying to solve by working with Strategy Financial Group?

I was transferring from one financial advising company to another, California to Arizona. Needed a partner to assist with managing my portfolio

How would you describe your financial advisor?

Trustworthy. Open. Interested. Skilled. Available.

What has exceeded your expectations since working with us?

I expected the services I had received from a company in another state - somewhat impersonal and limited to particular topics/events. When I met Calvin, he was interested in understanding me, not just my assets, but my thoughts on my future, my perspectives on money, how I was prepared (or not prepared) for situations that are, unfortunately more common as a person ages. After thoughtful discussion, he understood that recent changes in my life necessitated new plans. He encouraged questions; wanted me to understand the decisions I was making. He also allowed me to indicate that I was not interested in certain levels of detail. I felt supported. Safe and respected.

What's the main reason you would recommend working with Strategy Financial Group?

Strategy Financial Group wants clients to feel secure and connected. Building a relationship is important to them; they do not "process" clients. They assist in building reasonable expectations, and are always available to talk or email, even on new topics that emerge on a day to day basis,

What would you tell someone who is considering working with Strategy Financial Group?

Get ready to smile. While working with an advisor does include an understanding of risk and reality, Strategy Financial Group connects in ways that make one feel respected and safe.

Is there anything else that you would like to comment on or say about Strategy Financial Group?

Calvin built a team that functions to high high levels of accountability, He will not be satisfied with less. They also kindly celebrate holidays with me - it's nice being reminded that we have a relationship that transcends business.

What can Strategy Financial Group do better?

Can't think of a thing

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What problem(s) were you trying to solve by working with Strategy Financial Group?

Consolidation of retirement accounts along with a better return on those and other investments in my portfolio

How would you describe your financial advisor?

I find Calvin to be very in tune with my financial needs and very clear in explaining the recommended strategy so I can feel comfortable with that strategy

What has exceeded your expectations since working with us?

The personal touch of Calvin and his team, the consistent followup when necessary, and the feeling of total confidence I have in Strategy Financial Group

What's the main reason you would recommend working with Strategy Financial Group?

Confidence that they know my needs and my portfolio is in good hands

What would you tell someone who is considering working with Strategy Financial Group?

Don't wait

Is there anything else that you would like to comment on or say about Strategy Financial Group?

I would give them 5 stars. I have worked with 3 financial advisors at 3 different major firms before switching to SFG. I wish I had found them years ago and made the switch.

What can Strategy Financial Group do better?

I can think of nothing

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What problem(s) were you trying to solve by working with Strategy Financial Group?

retirement options

How would you describe your financial advisor?

great

What has exceeded your expectations since working with us?

willingness to communicate options

What's the main reason you would recommend working with Strategy Financial Group?

they are very profesionnal and helpful

What would you tell someone who is considering working with Strategy Financial Group?

Respondent skipped this question

Is there anything else that you would like to comment on or say about Strategy Financial Group?

Respondent skipped this question

What can Strategy Financial Group do better?

Respondent skipped this question