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.
U.S. Personal Savings Rate
What can be learned from the savings rate?
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Bonds may outperform stocks one year only to have stocks rebound the next.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
It sounds simple, but paying yourself first can really pay off.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator demonstrates the power of compound interest.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
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.
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.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Have you explored all of your choices when it comes to managing your taxable income?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Do you have causes that you want to support with donations? Here are three tips.
Learning more about gold, and its history, may help you answer that question.