Our Firm
At Phoenix Financial for Abundant Prosperous Life, we believe that the road to success is a carefully thought out plan; A plan that has specific goals and objectives, and is funded and/or insured by the appropriate vehicles for helping you work toward meeting your personal goals.
This type of plan is best developed by you in collaboration with a team of qualified and dedicated professionals — the kind of professionals affiliated with Phoe. Fi.
Our independence means that we are free to recommend only those products and services that meet the needs of our clients – that is, there are no quotas or pressure to favor any proprietary products. Through truly independent research our advisors are enabled to speak about products and services we feel can enhance your life solely on the merits of their characteristics and their suitability for your life goals.
Our advisors' Objectives include guidance to assist you in:
Analyzing and managing risk
Maximizing benefit programs
Help in minimizing taxes
Managing Health Issues
Promoting the professional in you
Coordinate your personal and business plans
We believe that an in-depth discussion of your particular situation will enable our advisors to assist you in meeting these objectives.
Our Procedure:
Systematically collect all relevant data
Assess present needs and future goals
Discuss proposed solutions
Assist in Implementation of desired changes
Work with you to establish a plan for regular, structured reviews
Our advisors take great pride in providing the finest service and products available today.
Our Commitment:
Work with attornies, CPAs, and other advisors
Excel in client service
Provide personal, prompt service
Earning your trust and confidence is our primary concern.