Valley financial advisor releases retirement planning guide

Business News | 12 Feb |

Author Calvin Goetz, co-founder of Strategy Financial Group, LLC, an Arizona registered investment advisor, has dedicated more than a decade of his professional career to serving the financial and retirement planning needs of clients across the nation.

Following the release of his first book “Climbing the Retirement Mountain” in 2017, Author, Financial Adviser and Founder of Strategy Financial Group Calvin Goetz is now releasing an informational retirement guide for pre-retirees, titled “The Retirement Roadmap: 3 Steps to Living Your Best Life.” Goetz hopes the guide will offer an easy-to-follow manual for attaining a financially secure retirement and will be offering complimentary copies now through America Saves Week (February 26 – March 3, 2018).

“10,000 baby boomers are retiring every day and, believe it or not, the average American spends more time planning vacations than planning for their own retirement,” said Goetz. “So many people are unprepared for this next step in their life and I’m hoping this guide will make the process a little less overwhelming and offer a sense of security come retirement.”

Included in “The Retirement Roadmap” are three main steps to prep pre-retirees for their financial life after retirement. These include a 1040 tax return review, which highlights ways to minimize taxes, how to stay within a certain income bracket in retirement and other money-saving tax strategies; a retirement income analysis based on Social Security and other assets; and a risk exposure evaluation, which reviews investment strategies and ensures they match one’s personal comfort levels while still maintaining enough growth to live comfortably in retirement.

Now through America Saves Week (Monday, February 26 – March 3, 2018), Goetz will be offering complimentary copies of “The Retirement Roadmap: 3 Steps to Living Your Best Life” at My-Retirement-Roadmap.com. Copies will also be available at Strategy Financial Group’s main office, located at 3200 E. Camelback Rd., Suite 285, Phoenix, AZ 85018.

For more information regarding author Calvin Goetz, visit CalvinGoetz.com or connect with him on LinkedIn. For more information regarding Strategy Financial Group, visit StrategyFinancialGroup.com, call 602.343.9303 or connect with them on Facebook and Twitter.

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