For more than 10 years, Strategy Financial Group has helped thousands of individuals create a financial plan to achieve their unique retirement goals. Our experience affords us the knowledge required to understand the obstacles facing retirees and offer solutions to overcome those obstacles. We actively teach thousands of future and current retirees about the retirement income and tax crisis that is coming ahead. We are helping them build stable retirement income plans to reduce their risk of running out of money while minimizing their exposure to higher tax rates in the future.
With an estimated 10,000 baby boomers retiring each day, retirees make up a significant customer segment that many businesses rely upon. When we help our clients solve for future income needs, we help ensure they will be able to thrive in retirement and have the disposable income to continue to be customers for a variety of businesses. Creating a larger ongoing customer base makes local communities and our overall economy stronger.
Calvin Goetz, Founder
Strategy Financial Group
We help our clients with saving, investing and retirement income so they can enjoy the retirement they’ve always dreamed about.
How long with company: 10 years
Sector(s) serving locally: Financial Services
