Your holiday bonus is a great opportunity to set yourself up for solid start in the new year. Whether it’s investing for the future or even treating yourself a little, every contribution can work toward your goal. #HolidayBonus #Investments
Strategy Financial Group
金融服务
Phoenix，Arizona 533 位关注者
Your retirement income should last as long as you do.
关于我们
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.
- 网站
-
https://www.strategyfinancialgroup.com
Strategy Financial Group的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Phoenix，Arizona
- 类型
- 私人持股
- 创立
- 2010
- 领域
- Financial Planning、Retirement Planning、Wealth Management、Insurance Solutions、401(k) Rollovers、Roth IRA Conversion、Inherited IRAs、Fixed Annuities、Fixed Indexed Annuities、Life Insurance、Long Term Care Insurance、Medicare Supplemental Insurance和Estate Planning
地点
Strategy Financial Group员工
动态
-
You are your greatest asset. Investing in yourself—whether it’s through education, financial planning, or personal growth—pays the best dividends in the long run. Don’t wait for ‘someday.’ You’re worthy of the time, effort, and investment today. #Investing #FinancialPlanning
-
-
When working with multigenerational clients, we often suggest a Family Financial Summit—essentially a family meeting to share financial values, goals, and responsibilities. It's a valuable way to align expectations when it comes to things like inheritance, financial responsibilities, and the legacy your family wants to build. These are productive conversations that set a clear path for the future. Have you ever had a family financial discussion? What topics did you cover, or what questions do you have about starting this conversation? Share your thoughts in the comments.
-
When your financial firm detects potentially fraudulent or unusual activity, the first step is to confirm the transaction, typically by reaching out to you. But what happens if you're unavailable? By designating a trusted contact on your account, you enable your financial firm to act on urgent concerns and prevent issues from escalating.
-
-
Feeling confident about your financial future? A recent study shows that 75% of those working with a financial advisor feel they've achieved long term financial stability (compared to 47% of those without an advisor). Having a professional's perspective can be helpful and reassuring as you work toward your financial goals. #FinancialFuture #FinancialAdvisor
-
-
Calvin Goetz, our Founder & President, recently completed his semiannual advanced training with America's IRA Experts at Ed Slott and Company, LLC on October 24-25, 2024. As part of Ed Slott’s Master Elite IRA Advisor Group?, Calvin gained knowledge on the latest retirement planning strategies, tax law updates, and SECURE Act regulations to better serve our clients. “Retirement planning is ever-evolving,” says Goetz. “Through continuous learning, I can confidently guide my clients with the most effective strategies to help them achieve their retirement dreams.” Learn more at the link below ?? #RetirementPlanning #EdSlott #FinancialEducation