Strategy Financial Group

We're working with Drew Abysalh, and he's fantastic. He's a fiduciary and won't sell you something that isn't in your best interest because he takes the time to thoroughly understand your financial situation. Retirement is an overwhelming subject, requiring you to research the state you live in (and, new to AZ, that means a common property state with step-up basis), your tax situation, any plans you have (401K, SEP, IRA, Roth), social security, Medicare and Medicaid, wills/trusts, investing options, insurance, long-term care... More commonly, I've encountered an expert (e.g., a CPA, financial advisor) who possesses some of this information but not all of it. Drew is a one-stop shop where, over the next 1-2 years, we'll establish everything we need to head into a solid retirement. He's found significant gaps in what we were doing and we're course-correcting. I've worked with experts in the past who sound like the teacher in Charlie Brown ("wonk wonk wonk"), and it's too easy for me to tune out when things get complicated. I've never met someone like Drew who can explain things in a down-to-earth manner where it can go deep, but you'll get it.

We started our journey with Calvin about 6 years ago, creating a trust. When it was time to start our retirement and annuity planning, the choice was easy. Thanks to Calvin's knowledge and expertise, we are confident in our decision and couldn't ask for a better financial planner. His recommendations are spot-on and well informed; we never feel pressured to make a hasty commitment. Strategy's staff is always warm and friendly. They make you feel welcome and a part of family.

My experience with Calvin Goetz and his team at Strategy Financial Group for my financial planning has been excellent. Calvin is truly an expert in the field and offers practical, helpful advice. Calvin keeps me apprised of financial market conditions and helps me make informed decisions regarding my retirement planning. I highly recommend Calvin and his team for financial planning services.

Calvin with Strategy Financial Group has changed my LIFE! When I first met with him, we went over my complete financial situation. He assessed areas where I could improve and helped me set up a budget and a plan for my future! I recommend Calvin to all of my friends and family! Book an appointment today and you won’t be disappointed!

I needed to start lining up my finances for retirement, but I wasn't sure how to put together a financial plan that would help me retire when and how I want. I was worried about how to invest my money, and about how much income I would be able to generate. I was referred to Calvin Goetz at Strategy Financial Group, and have been so happy with my experience working with Calvin and his team. When I first met with Calvin, he took the time to get to know me and my goals for retirement. I felt like he really listened and took into account my personal well being when he made his recommendations. With the help of Calvin, I am now much more confident in my finances and income during retirement. It's a huge lift off of my shoulders and I'm looking forward to retiring in a few short years! Thank you Calvin and the entire team at Strategy Financial Group!

I have worked with Calvin and his team for several years. They are very knowledgeable and professional. Calvin took the time to learn what my financial concerns and expectations were and has built a retirement plan for me that exceeded my expectations. I have referred friends to this team and will continue to do so.

Andrew and his team have been instrumental in preparing my husband and I for a financially secure retirement. Andrew is thorough, knowledgeable and proactive in his recommendations. He has set up our family trust, wills and managed our investments with full understanding of our needs. I would highly recommend Andrew and his team of professionals.