The Phoenix Financial Advisory Group, LLC

December 31, 2015 is the deadline for establishing a MOMENTUM Self Directed Individual 401(k) Plan or Small Company 401(k) Plan if you want to deposit contributions for 2015. Call us today at (480) 217-8969 for more information.

The Phoenix Financial Advisory Group, LLC is pleased to announce our new affiliation with Planet Payroll. We now offer a fully integrated system for payroll and HR management, self directed retirement plan management, and totally free checking accounts for our small business clients. Call us today for a no-obligation quote at (480) 217-8969.

Now is the time to start analyzing your upcoming tax situation and determine if a Roth IRA contribution is feasible for 2015. A Roth IRA or Roth 401(k) account generates tax-free income during retirement. More money for your use and less money paid to the government when you can least afford it.

Please leave comment or submit a topic on retirement you would like us to address. Likes and referrals are appreciated.

Visit our new website at icontrolmyretirement.com. We have two new plans custom designed for small business owners seeking to sponsor an employee program with no added paperwork and low administrative cost. (See Small Business Plans section)

Thinking about establishing an employee retirement plan? Are you shocked by the excessive formation and annual administrative fees? Contact us today to learn how our new MOMENTUM Self Directed IRA/SEP Plan benefits your employees and saves you (the employer) lots of time and money!

When is an IRA like a 401(k)? When the insurance company matches every dollar invested by 8% for a full 7 years!! Invest $10,000.00 and immediately have $800.00 credited to your account balance!! 100% Principal Protection.

A Family IRA, LLC is a great way to ensure that every member of the family enjoys a comfortable retirement.

Adding rental real estate or small business investments to your retirement plan portfolio helps you achieve greater capital appreciation and significant cash flow before and during your retirement years. It also helps to offset market volatility.

We are quickly approaching the last few months of 2015 and its time to start considering a more effective way to invest your retirement plan dollars. Real estate can be purchased and held in your retirement plan portfolio to increase capital appreciation and cash flow before and during retirement regardless of what takes place in the equity markets.

We are pleased to announce that Peoples National Bank is now servicing our MOMENTUM Self Directed Retirement Plan clients with Totally Free Checking accounts. No more hassles with minimum balance requirements or fees.

Our new MOMENTUM Self Directed Hybrid IRA/401(k) Plan is now available for IRA owners who are seeking to eliminate custodial interference and significantly reduce annual plan administrative fees. Email us at [email protected] for more information or to schedule a personal webinar.

I apologize for falling behind on my posts. We have been busy updating our plans and services. Please continue to visit us for new information on the financial power of self directed investing.