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.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
A letter of instructions provides additional and more personal information regarding your estate.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
There are things about Social Security that might surprise you.
A few strategies that may help you prepare for the cost of higher education.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Why are 401(k) plans, annuities, and IRAs so popular?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you have causes that you want to support with donations? Here's three tips.
Learning more about gold, and its history, may help you answer that question.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
What does your home really cost?