At Phoenix Financial Solutions, Inc. we are committed to providing our clients with hourly, fee-only, as needed financial planning.  Our clients come from all walks of life, from those just beginning their financial journey to those who are currently realizing their financial dreams.

Regardless of your current financial and investment questions, we feel you need to have access to someone who can provide you with a full spectrum of unbiased, well-informed answers. 

Because we are a fee-only financial planning firm, our only compensation comes directly from our clients.  We do not receive commissions or other payments from third parties and do not sell any financial products.  Therefore, our clients know our advice is free from conflicts that may influence some “financial advisors”.

Our only allegiance is to our clients.  We collaborate with our clients to develop financial plans that fit their unique needs and desires.

After viewing other sections of our website as you wish, please contact us to schedule a free, no-obligation “Get Acquainted” meeting to see how Phoenix Financial Solutions, Inc. can help you reach your financial goals.