Phoenix Financial Group, Ltd.
8801 W. Union Hills Drive Bldg C
Peoria AZ 85382

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 NEXT Financial Group, Inc., 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 office was established to provide ongoing professional advice to investors while helping them meet their individual investment objectives.  We are able to do this by offering truly objective financial advice on a fee basis.  This method of compensation allows us to adjust your investment portfolio without requiring you to pay commissions. *

Working on a fee basis allows us to:  

   •   Customize an investment portfolio that is designed to help you realize yourshort and long term investment goals.

   •   Provide simplified porformance reporting, making it easy for you to monitor your account.

   •   Support you with ongoing professional advice, timely information about your account and updates on the world's financial markets.

    •   Manage your portfolio and make investment changes without commissions*as your objectives or the economic climate changes.


If you would like any further information about fee-based asset management or other areas of investing, please do not hesitate to contact us.

 

 *  Nominal transaction charges may apply.

  • Tax-advantaged investing  -  to reduce your tax liability and let more or your money work for you
  • College planning  -  long-term planning to ensure you're ready when your children or grandchildren are reqdy. 
  • Retirement planning  -  to design an investment strategy to help you meet 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 NEXT Financial Group, Inc., a Registered Investment Advisor
  • Medicare Supplements
  • Medicare Advantage



8801 W. Union Hills Drive Bldg C
Peoria AZ 85382
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