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.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Being healthy not only makes you feel good, it may also help you financially.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Gaining a better understanding of municipal bonds makes more sense than ever.
Estimate the potential capital gains taxes due on your transactions.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you should be saving for college.
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
It's easy to let investments accumulate like the junk in a junk drawer.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
There are hundreds of ETFs available. Should you invest in them?
There are things you can do to keep yourself safe when you lose your wallet.