Financial adviser, retirement wealth strategist, founder of Strategy Financial Group and author of “Climbing the Retirement Mountain” and “The Retirement Roadmap,” Calvin Goetz is an Investment Adviser Representative who holds the Series 65 securities license, is life and health insurance licensed in the state of Arizona and is a member of Ed Slott’s Elite IRA Advisor Group™ and the National Association of Insurance and Financial Advisors (NAIFA). For more information, visit StrategyFinancialGroup.com. The information is not intended to be used as the sole basis for a financial decision, nor should it be construed as guidance designed to meet the particular needs of an individual’s situation. Investing involves risk, including the potential loss of principal. Strategy Financial Group does not provide specific legal or tax advice. All individuals are encouraged to consult with a qualified professional before making any decision about their personal situation. Investment advice is offered through Strategy Financial Services, LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.