Phoenix Financial Solutions, Inc.
Our Services

Phoenix Financial Solutions, Inc. is an independent financial planning and registered investment advisory firm with a focus on providing hourly, as needed, fee-only financial planning and investment advice.  Because we do not sell financial products and receive no compensation from third parties such as mutual fund or insurance companies, we avoid potential conflicts of interest.  We work solely for you.

Our clients come from all walks of life with varying amounts of financial knowledge and resources.  You ask for and receive only the services you need and want.  Whether you are a do-it-yourselfer who is simply looking for a second opinion on a particular investment or financial product your are considering or someone who wants to develop an entire comprehensive financial plan to act as the road map for your financial future, Phoenix Financial Solutions, Inc. is ready to help with the knowledgeable, professional advice you need.



Financial Planning

For clients who desire financial planning services, we can assist you with a customized solution in areas such as:

   
                    •Retirement Planning                                •College Funding 

                    •Mortgage Financing                           
    •401(k)/IRA Allocations & Rollovers 

                   •Budgeting & Debt Reduction                  •Insurance Needs & Analysis

                   •Portfolio Design & Asset Allocations     •Investment Planning 

                  •Lump Sum Distributions                     
    •Estate Planning Fundamentals 

                  •Employment Benefits                               •Retirement Distributions
          


We help you gain the knowledge you need to make informed decisions about your financial future and to articulate your financial goals, and then we work with you to develop a plan to achieve those goals.

 

Investment Management

For those clients who either do not have the time or the interest  in managing their own investments, Phoenix Financial Solutions, Inc. offers investment management services.  We will help you design an asset allocation strategy that matches your own risk/volatility tolerances, investment time horizon and financial goals.  Together, we construct an Investment Policy Statement that specifies how your portfolio is to be managed, and we assist you with implementing and monitoring your investment policy.        

 

Call 336-286-9936 today to schedule a free, no-obligation "get acquainted" meeting with Dell Jones and get started on your way to achieving your financial goals.

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