Phoenix Financial Group, LLC

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.

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 overpaying 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!