Phoenix Financial Group, LLC

Plan Today to Meet Your Dreams

Our team of financial advisors has a passion for eliminating any financial uncertainty by providing confidence through stable secure, reliable income. This is achieved by creating a simple to understand financial road map, and an easily accessible team of financial professionals working directly with you every step.

Will your money last as long as you do?

Don’t let a lack of income derail your retirement!

In This Free Guide, You’ll Learn…

N

How an experienced financial professional can help you address you “what ifs” about retirement.

N

In 1984, the average American household spent $2,500 per person annually on health care. In 2018, that number was $5,000. That means costs are 100% higher than they were in 1984.

N

The right questions to ask about retirement, like: “How do I make sure my money lasts?” and “How do I cover all my expenses?”

Ready to find out why a Retirement Income Analysis matters for your future? Get your instant download!

3 Steps to retirement success

Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks lik

Evaluate

Using the Phoenix Financial Group, LLC plan, we’ll examine your current financial situation and determine your retirement needs.

Plan

Receive a custom strategy to help you reach your unique retirement goals.

Learn how we can help

Most people worry about not having enough money to do what they want or worry about running out of money. They also worry about owing the IRS because they don’t understand Taxes in Retirement. Like with anything, knowledge is power! Having an idea of what you want your life to look like at different stages is a great start! We help our clients achieve every financial goal, big or small. We educate by listening, putting a plan together and working that plan. Making sure you’re saving in the right places, protecting what you have with the right insurances, not over paying on taxes, Medicare supplemental plans, or long term care. Creating a financial plan that ensures you never ever run out of money and peace of mind when you are no longer here.

Our Services

Life Insurance

Life Insurance isn’t for you—it’s for who you leave behind

Allstate Benefits

Delivering on the Good Hands promise for employers & their employees

Retirement Planning

Will I have enough? Making certain you will!

Estate Planning & Organization

Protect Your Peace of Mind Today!

Meet our team

Meet the professionals who can help you pursue your goals. We guide individuals and families toward their ideal retirements. Phoenix Financial Group, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

Upcoming Events

Have dinner on us and hear us explain how we help retirees use what they’ve earned to pursue their retirement dreams.