Strategy Financial Group

Strategy Financial Group is a retirement planning firm that builds written income plans for people approaching or living through retirement. Its work covers Social Security timing, budget and expense analysis, investment management, tax planning, long-term care and Medicare options, and estate and legacy planning. Planning starts with a discovery conversation, followed by an evaluation of your current finances, and the plan is adjusted as circumstances change.

New clients can claim a complimentary consultation and a free retirement toolkit, which includes the firm's book, The Retirement Roadmap. The main office is in Phoenix, with additional offices in Chandler and Peoria, and the firm serves clients across Arizona and nationally. Insurance and annuity products are offered through a separate affiliate.