Phoenician Financial Planning, LLC
Wealth Preservation, Family Wealth Planning, Certified Financial Planner
Knowing when you can safely retire.
Certified Financial Planner
Understanding what kind of lifestyle you can afford.
Seeing your children will attend college.
Confidence that your business will succeed.
Creating a legacy that impacts the world the way you dream it should.
This is the knowledge you gain from creating a financial plan. This is an investment in yourself.
Choosing to work with an experienced professional is the best way to ensure you know what is needed to achieve the many dreams you and your family have.
A financial plan provides a road map for you to follow, while the advisor works as a guide along the way.
A good advisor will understand that individual goals and finances are a deeply personal subject.
A financial plan along with an advisor allows you to focus on your passions instead of requiring you to navigate the world of investments, insurance, taxes, and estate planning.
For more information visit our website: http://www.phxplan.com/home.html
Or call us on: 602 295 2789
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