The Gold Standard of Investment Advice.
At Phoenix Financial Group, Ltd (PFG) we are financial planning professionals. 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 investnment advisor representatives who are also licenced insurance agents. Some of our advisors hold the CFP® CERTIFIED FINANCIAL PLANNER™ Practitioner, Registered Financial Consultant (RFC®) and Certified Estate Planner (CEP®) professional designations. PFG offers a complimentary consultation for anyone with questions on wills or trusts, life insurance and 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.
Estimate the future value of your current savings.
Determine whether you should consider refinancing your mortgage.
Will you be able to afford nursing home care?
Knowing your likely life expectancy is an important factor in making long-term financial plans.