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.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Insuring Your Business With a Buy/Sell Agreement
Buy/sell agreements are designed a business against the death of a principal or key employee.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
What can be learned from the savings rate?
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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?
What does your home really cost?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Three things to consider before dipping into retirement savings to pay for college.