Medicare

Explore Your Medicare Options

ACA, Individual & Family Health Options

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Medicaid & Disability

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Worry-Free Retirement

Dedicated to Helping Savers Worry Less About Money


Tax Planning

Understand How Tax Strategies Are Used to Manage Your Tax Bill

Business Planning

Life Insurance Can Play an Important Role in a Business Succession Plan

Long-Term Care

A Long Life Greatly Increases the Likelihood You'll Require Long-Term Health Care


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Welcome to The Phoenix Group

We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement.

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money.

We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.

We’re very hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how we can be of benefit.
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OUR SERVICES

Retirement Planning

No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.

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Employee Benefits

Creating a plan that balances the goals of both the organization and its employees requires thorough analysis and review of benefit options and costs.

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Insurance Reviews

Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy.

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