The Gold Standard of Investment Advice.
At Phoenix Financial Group, Ltd (PFG) we are financial planning specialists. We have been serving the northwest valley communities since 1996. We are conveniently located in Peoria off the 101 and Union Hills Drive. At PFG we are confident you will find the right financial advisor for your unique needs. We pride ourselves on building complete financial plans for individuals, families, and businesses. We help our clients with estate planning, life insurance, health insurance, college planning, retirement planning, and tax planning all of which are equally important. PFG’s financial advisors work as a team and are dedicated to solving all your financial planning needs. PFG’s financial advisor team consists of a CFP® CERTIFIED FINANCIAL PLANNER™ Practitioner, a Registered Financial Consultant (RFC®), Certified Estate Planner (CEP®), Investment Advisor Representatives, life insurance agents, and health insurance agents. PFG offers a complimentary consultation for anyone with questions on wills or trusts, life insurance needs and pricing, health insurance needs and pricing, as well as all aspects of financial planning.
CFP® CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully completed the CFP Board's initial and ongoing certification requirements.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
What can be learned from the savings rate?
As our nation ages, many Americans are turning their attention to caring for aging parents.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Understanding how capital gains are taxed may help you refine your investment strategies.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Why are 401(k) plans, annuities, and IRAs so popular?
Understanding the cycle of investing may help you avoid easy pitfalls.
A bucket plan can help you be better prepared for a comfortable retirement.
Learn how to harness the power of compound interest for your investments.
Investors seeking world investments can choose between global and international funds. What's the difference?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.