Calvin Goetz, founder of Strategy Financial Group and author of “Climbing the Retirement Mountain,” was recently accepted into the Forbes Finance Council, an exclusive, invitation-only community for the nation’s top executives in financial planning, wealth and asset management, investment, and accounting firms. Read more about Calvin Goetz…
Hometown: Tucson, AZ
First job: At age 16, I worked at McDonald’s cleaning equipment and providing general maintenance support.
Favorite AZ restaurant: North! I love having this delicious spot near my home and I can’t get enough of their bolognese.
Person who has impacted your life the most: My mom, who inspired my entrepreneurial spirit. She started her own daycare business after working as a preschool teacher for a number of years. She also taught me the fundamental values of sharing, communicating, listening and caring. These values were instilled in her work and personal life, and that had an enduring impact on me, especially now as I teach clients the values of preparation and planning for their retirement.
Your biggest accomplishment in your eyes: After watching my father’s struggles with his transition from work to retirement and noticing the lack of comprehensive retirement planning which would have helped with his transition, I started my firm in 2010 amidst the lowest point in the Great Recession. I am proud to be able to help people carefully prepare for their retirement by providing an all-encompassing retirement planning experience that includes income planning, investments, tax coordination, healthcare planning, and legacy planning.
The biggest obstacle you have overcome: My own mindset on what’s possible. Through coaching and mentorship I’ve been able to harness my self-limiting beliefs, and now can focus my energy on what impact I could have on every aspect of my life and take the actions to make things happen.
Someone who inspires you: Darren Hardy for his wisdom and guidance that helps keep me in the proper mindset. #DarrenHardy
Favorite quote: “Whether you think you can or whether you think you can’t, you’re right.” – Henry Ford
Advice to someone pursuing a career path in what you do: 100% go for it! The average age of a financial advisor in America is 53 with 38% of advisors expected to retire in 10 years and only 10% of advisors are under 35. With the growing number of baby boomers that are moving into retirement, it’s a great place to be.
What you think makes someone fabulous: Having a balance of self-awareness and self-confidence.