Phoenix Financial Group

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 the use of 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

The prospect of building wealth through successful investing has never held more appeal.  But like any market, with increased demand for financial products has come increased supply.  Investors are faced with what can be daunting choices.

As Investment Adviser Representatives with Woodbury Financial Services,Inc. (WFS), member FINRA FORWARD/SIPC a registered investment adviser, we can help you define your long-term investment objectives and build a personalized investment portfolio designed to achieve them.  We recognize the importance of getting to know you - your financial needs, your financial goals and your lifestyle.

Our Services
Tax-advantaged investing - to reduce your tax liability and let more of your money work for you 
 
College planning - long-term planning to help ensure you're ready when your children or grandchildren are ready. 
 
Retirement planning - to design an investment strategy to help you pursue all of your retirement goals Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed 
 
Estate planning - for preservation of wealth from generation to generation 
 
Asset Management - providing you with fee-based asset management through Woodbury Financial Services (WFS), a Registered  Investment Advisor
 
Tax Preparation & Filing
 
Medicare Supplements 
 
Long Term Care Insurance
 
Life Insurance