Calvin Goetz, NSSA® Advisor · Phoenix, AZ

Calvin Goetz, CEO of Strategy Financial Group in Phoenix, AZ, understands the intricate needs of pre-retirees, retirees, and small business owners when it comes to financial planning. With a focus on coordinating income planning, investment management, tax coordination, long-term healthcare planning, and estate planning, Calvin's approach sets him apart as a trusted resource. He believes that by bringing all five disciplines under one roof, he can create a comprehensive strategy that acts as a family office for the rest of us.

Calvin Goetz has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.

Inspired by his father’s struggles after losing his job in 2008, Calvin founded Strategy Financial Group to provide cohesive guidance in financial matters. His personal experience fuels his commitment to ensuring families have access to the holistic planning they need for a secure future. By offering a personal touch and a wealth of knowledge, Calvin is dedicated to helping clients navigate their financial journey with confidence and clarity.

Contact Calvin