** Phoenix Financial, is a former RIA (Registered Investment Advisory) firm with the Commonwealth of Massachusetts.

Presently structured as a Sole Proprietorship with the Commonwealth, the firm is in the process of restructuring as a Limited Liability Corporation.

With that in mind, below are general concepts intended to educate on a very broad level.  None are intended as recommendations or offers of any kind.  We encourage you to peruse the site and provide any feedback and/or questions.

The Financial Planning Process

Financial Literacy, is an enormously comprehensive and complicated subject.  It's a concept that many of us struggle with well into our adult years.  

For general Financial Literacy Education

An assortment of Financial Calculators

For insight involving general Retirement questions.

For insight involving Options

For insight on Mutual Fund investing

For help picking a Financial Advisor