Calvin Goetz is a financial advisor who has dedicated nearly 20 years to helping retirees and pre-retirees attain their financial, retirement and estate planning goals. In 2010, he founded Strategy Financial Group headquartered in Phoenix, Arizona, and assists clients throughout Arizona and the U.S.
Calvin works to help families and individuals develop personalized financial plans and investment strategies to meet their lifestyle goals for retirement. Calvin is known among his clients and peers for being a solutions-driven advisor with a keen eye for detail and dedication to incomparable, personal client service.
Author of two books, Climbing the Retirement Mountain and The Retirement Roadmap, Calvin is a widely recognized retirement planning specialist in Arizona. Additionally, Calvin co-hosted Strategy Financial Radio on KKNT 960 AM where he provided his insight on pertinent retirement planning and market-related topics.
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.
For more information, visit www.strategyfinancialgroup.com.
1 topic · no fee, no honorarium, no mileage
Review available topics below. Use the “Request This Free Speech” button and fill out the contact form. Calvin contacts you to discuss the details of the request.
Founder of Strategy Financial Group, Calvin Goetz, boils down the 8 key points to maximizing your retirement. Key Points include:
- Coordinate Social Security benefits to match your retirement timetable
- Maximize tax efficiencies to keep more of your money working for you
- Secure basic life expenses with guaranteed* income you can never outlive
- Invest to protect yourself in any economic condition
- Plan for the increases in health and medical costs likely to occur during your retirement
- Determine how to take money from your assets over time
- Protect and plan appropriately for family and legacy objectives
- Get financially organized and create a plan of action!
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