There are numerous plan providers and financial professionals who continue to perpetuate the myth that wealth for retirement is achieved by contributing as much as you can each year to your IRA, 401(k), or other qualified plan with little or no concern that 100% of your funds remain vulnerable to extreme market fluctuation.
We believe a financially secure retirement can only be achieved with the design, execution, and management of a truly balanced portfolio consisting of market-driven investments (stocks, bonds, no load-no transaction fee mutual funds) and cash flow assets (residential real estate, commercial real estate, small business ownership, precious metals) thereby establishing consistent growth of assets even during times of market volatility.
Experts In The Formation, Administration, And Management Of Self Directed Retirement Plans That Achieve Strategic Financial Goals.
ROBERT SALAMONE
THE PHOENIX FINANCIAL ADVISORY GROUP
(480) 217-8969
THE PHOENIX FINANCIAL ADVISORY GROUP LAUNCHES ITS NEW FINANCIAL STATEMENTS FOR 2012!!
The Phoenix Financial Advisory Group is pleased to announce that BlueLeaf.com will begin generating all client statements as of April 1, 2012.
We are proud to be the first in our industry to provide this service so our clients can save time in monitoring the performance of all traditional and non-traditional assets held in their portfolio, execute timely reallocation strategies to protect principal and maximize on growth opportunities as they arise, and provide them with accurate financial data for use in updating their annual financial planning documents.
BlueLeaf.com simplifies the tracking of all assets held in the client’s self directed retirement plan by consolidating these investments within a single online reporting platform. They work with thousands of financial institutions to update your account information automatically and securely.
Our line of Momentum IRAs, Roth IRAs, HSA's, Individual 401(k) and Small Company plans were designed to provide maximum value and performance with low annual fees. All Momentum plans focus on;
PRINCIPAL PROTECTION
ABOVE AVERAGE RETURN ON INVESTMENT
LOWER FEES
GREATER TAX-FREE INCOME
MORE MONEY IN YOUR HSA FOR YOUR MEDICAL NEEDS
LOW COST LOANS FOR YOUR BUSINESS
CAPITAL TO PURCHASE AN EXISTING BUSINESS OR FRANCHISE
FUNDING FOR YOUR FAVORITE CHARITY
Please take some time to visit the pages of our website and see how we can help you achieve your retirement goals.
Call us today for a free, no obligation
retirement plan review.
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