Gary J. Deardorff

Gary is a Managing Member of Phoenix Financial Group, Ltd. and Phoenix Tax Planning LLC.  His credentials include Series 6, 7, 24, 63, and 65 registrations through Woodbury Financial Services, Inc. (WFS). His relationship with WFS provides Gary access to a wealth of resources, which enable him to customize each financial plan to fit any situation. One of the popular resources is providing clients with 24 hour online access to view their account positions and balances.

In addition to the above credentials Gary has also attained:

CERTIFIED FINANCIAL PLANNER™ :  Gary has completed a comprehensive course of study through the College for Financial Planning.  To maintain the CFP® certification Gary must complete a minimum of 30 hours of continuing education every two years and commit to the CFP® Board's strict Code of Ethics and Practice Standards.

Accredited Investment Fiduciary®:  Gary earned the AIF® Designation from the Center for Fiduciary Studies. The AIF designation certifies that he has specialized knowledge of fiduciary standards of care and their application to the investment management process.  This designation also requires continuing education and strict adherence to the AIF Code of Ethics & Conduct Standards.

To better serve his clients Gary has also achieved Enrolled Agent (EA) status.  Enrolled agents are the only federally licensed tax practitioners and they have unlimited rights to represent taxpayers before the IRS.   An EA is required to perform 30 hours of continuing education every year with six of those hours devoted to ethics.

Gary brings vast knowledge to his clients, and has provided professional financial advice since 1972. He has earned a reputation for his skilled and practical guidance as a CERTIFIED FINANCIAL PLANNER™ : Gary is insurance licensed for health, life, disability and variable products. His focus includes, but is not limited to;