Phoenix Financial Group Ltd

The Gold Standard of Investment Advice.
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators →

Newsletters

Surviving the Estate Tax with Survivorship Life

People who never imagined they would have enough assets to trigger estate taxes could be in for a surprise. One way to help plan for this possibility is by purchasing a survivorship life insurance policy.

Estimate Your Estate

It is imperative to have an estate conservation strategy. Taking an inventory of your assets is a good place to start.

Estimate the Cost of College

Determine how much needs to be saved annually so the youngsters in your family can afford college.

No Better Time Than Now

You may not associate this time of year with reviewing the beneficiaries on your life insurance policy — nonetheless, it can be a good time to take this important step.

More Newsletters →