Calvin Goetz

Calvin Goetz is a Partner at Strategy Financial Group. During his tenure, he has successfully worked with hundreds of clients on the creation of their estate and financial plans. Calvin has extensive knowledge in issues facing retirees today, including asset protection planning, succession planning, and taxation. He is also well versed in complex estate planning, special needs trusts, and risk management. Calvin was born in Tucson, AZ, and is a graduate of Northern Arizona University with a bachelor’s degree in Political Science and post graduate work in finance and accounting.

Strategy Financial Group offers comprehensive estate planning and insurance solutions. With more than 20 years of combined experience, SFG has helped thousands of Arizona residents accomplish their retirement planning objectives. We focus our planning on a “gain and retain” philosophy and are dedicated to protecting and preserving your assets. We are guided by the highest standards of integrity and professionalism so you can be confident that our recommendations will suit your personal circumstances. We know that retirement, insurance and estate planning can be complicated. But we also know our business. Our years of experience allow us to provide clear, easily understood explanations of products and services, to help you make the best decision. Tell us about your situation and let us build a customized plan to ensure your retirement goals are met. Our step-by-step process will provide you the peace of mind that you have made the right decisions to secure your financial future.