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Strategy Financial Group http://www.strategyfg.comCalvin GoetzAnnuity Specialist, Insurance Advisor, Estate Planner |
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Business Description
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.
About Strategy Financial Group
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 estate and retirement planning objectives.
General Information
Our goal is to provide our clients with the utmost quality in the preparation of comprehensive estate planning documents as well as to propose strategies and products that may better preserve the estate for which they have worked a lifetime. Furthermore, we strive to be lifelong, trusted advisors to our clients and their beneficiaries by remaining in contact and keeping them informed regarding issues related to estate planning. Strategy Financial Group offers its clients peace of mind, knowing that we will be here to provide assistance and guidance to loved ones in their time of need.
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