You’ve worked hard your entire life. And you deserve the retirement you’ve always dreamed of. No matter what your plans are for the future, creating a custom plan to ensure that your assets provide for you and your family the way you want means partnering with a team of experienced wealth-building professionals with the ability to bring your dreams to reality.

We know that retirement planning and financial 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 decisions.

Strategy Financial Group is a recognized industry leader when it comes to comprehensive Retirement and Financial Planning. For more than a decade, the Partners of Strategy Financial Group have helped hundreds of clients throughout the nation tailor a personalized suite of services to best fit their goals.

Strategy Financial Group offers on-site educational workshops for your employees. Our Financial Wellness Program is a great way to educate your employees on a variety of financial and retirement planning topics. Please visit our website for a list of topics. Call us to learn more or to schedule one of our fun lunch and learns. 

Each Partner of Strategy Financial Group holds a Series 65 securities license. As Investment Adviser Representatives, this license permits them to provide investment advice in the areas of retirement planning and portfolio management. Each of them is also life and health insurance licensed.

Strategy Financial Group is based in Phoenix, Arizona with additional offices in Chandler, Peoria, Tucson and Oro Valley. Contact Strategy Financial Group today at 1.866.777.9219 to schedule a complimentary consultation to discuss your Retirement Income  and Financial Planning needs.

Strategy Financial Group

This office focuses on wealth management and financial advisory services, supporting clients in investment and retirement planning.

16165 N. 83rd Avenue

Calvin Goetz

Jessie Satterfield

This department focuses on providing financial advisory services and managing client wealth through tailored investment strategies.

Wealth Management

This department focuses on managing and enhancing client relationships to ensure satisfaction and retention.

Client Relations

This department provides financial advice and guidance to clients, helping them manage their investments and achieve their financial goals.

Strategy Financial Group

Org chart

Teams

Wealth Management

Client Relations

Financial Services

Offices

Strategy Financial Group

Org chart

Teams

Wealth Management

Client Relations

Financial Services

Offices

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