Strategy Financial Group
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-
Address
Financial planner · · 7010 E Chauncey Ln STE 130
Phoenix, AZ 85054 -
Phone
(602) 343-9301 -
Website
strategyfinancialgroup.com -
Facebook page
facebook.com/strategyfinancialgroup
Location
About Strategy Financial Group
Strategy Financial Group is a financial planner in Phoenix, Arizona. The firm provides specialized services including retirement income planning, investment and wealth management, tax-efficient strategies, healthcare planning, and legacy and estate planning. Serving clients throughout Arizona and the United States, the firm focuses on helping individuals and families achieve financial confidence and avoid common retirement mistakes.
The firm utilizes a Retirement Roadmap Process consisting of three distinct stages: discovery, evaluation, and planning. This approach is designed to examine a client's current financial situation to address specific needs regarding retirement income, investments, healthcare, and tax coordination. Led by Founder and President Calvin Goetz, who has over 20 years of experience, the team emphasizes a personalized strategy built on trust and performance. The firm's mission is to empower clients to make informed decisions through proactive communication and coordinated financial strategies.
Located on East Chauncey Lane, the office is a short drive from the Penske Racing Museum and is situated near the intersection of North Scottsdale Road and East Mayo Boulevard. The location is also easily accessible from the Pima Freeway.
Strategy Financial Group is recognized for its dedication to personal client service and its solutions-driven approach to complex financial needs. The firm is known for its commitment to integrity and excellence, maintaining a client-first philosophy that treats members of the community like family. With a reputation for being knowledgeable and prepared, the team provides the clarity and peace of mind necessary for navigating long-term financial journeys.
Strategy Financial Group provides expert retirement and investment management to help residents of Phoenix and the surrounding Arizona area thrive in retirement.
Services:
- Health Care Planning
- Investment Management
- Legacy Planning
- Retirement Income Planning
- Tax-Efficient Strategies
Score Summary
BizScoreAI scanned the website strategyfinancialgroup.com on June 21, 2026. Strategy Financial Group has a BizScore of 70 out of 100. The website audit behind the SEO score ran on October 27, 2026.
- AI Visibility58 out of 100
- SEO76 out of 100
- Google rating4.6 out of 5
AI visibility scan by category: AI Discovery 25 of 25 points, Structured Data 3 of 25 points, Content Readiness 20 of 30 points, AI Trust Signals 10 of 20 points.
Website audit sub-scores (out of 100): On-Page 86, Technical 80, Performance 74, Content 65.
Strengths: 7 checks passed. llms.txt, AI Crawler Access, AI Content Blocking, Rich Schema Types, Q&A Content, Meta Description, XML Sitemap.
Areas to improve: 6 checks. FAQPage Schema (failed), Organization Schema (warning), Speakable Schema (warning), AI-Parseable Headings (warning), About/Team Page (warning), Author Signals (warning).
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Browse: Businesses in Phoenix, AZ · Financial Planner in Arizona · Businesses in Arizona
AI engine reads
Read by AI engines 7 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
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