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Jason
Roberts

Own Your Financial Future

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About Phoenician Financial Planning

Life can be too busy to plan adequately for your financial future. Will you have enough money for your child’s college or retirement? Will you be able to donate to the causes that matter to you? Are you missing valuable opportunities to grow your money? Do you need a Certified Financial Planner? A broker? A Registered Investment Advisor? Or someone else?

Phoenician Financial Planning is here to give you the peace of mind that comes with being prepared. With no hidden fees, and an approach that puts long-term goals before short-term growth, Phoenician Financial Planning is your partner to secure the future you want.

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Set the Foundation

Grow & Protect My Assets

Plan My Legacy

Help My Business/Non-Profit

face the future with us

Have a project that you need help with? Then I am the person you should call. Let’s work together.

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Client Testimonials.

Jay has been working with our family for over two years and has been our sole source for all things financial in our home. He is patient and answers all of our questions thoroughly - from retirement set up to setting my our own LLC.

He is quick, efficient and makes every process easier. We will continue to use Jay indefinitely. Thanks for all you do for us, Jay!

Kristina G.

Couldn't recommend Jay enough. He took two people who had very little knowledge about investing and retirement and was able to give us confidence in our future. Jay was there every step and was able to get us a comprehensive plan for us to reach our future financial goals. Jay works with all types of financial situations. Since he doesn't work with anyone particular investment company, you know he is giving you unbiased opinions that aren't based on potential commissions for himself.

Maxx F.

Retirement and investing can be lucrative when you have the right help! Thank you Jay for all of your help! I consider myself a decent investor but Jay at Phoenician took me to the next level in my portfolio. Thanks for helping me weather the bad times and cash in on the Good times Jay!

Ryan D.

Jay Roberts with Phoenician Financial has been so helpful with our retirement planning. After a few years of going nowhere with Merrill Edge, we found the personal service we were looking for with Jay. He takes the time to really help you go through all your finances, understand your current and future financial goals. I am not a numbers or investment understanding person, but Jay takes the time to explain everything thoroughly in an easy to understand way. He is always available to answer questions and follows up regularly. If you want personalized, caring, financial planning, then Jay is your guy!

Autumn M

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For purposes of this discussion, “advisor” is used as a general term to describe insurance/annuity and investment sales and advisory professionals who may hold varied licensing as insurance agents, registered representatives of broker-dealers, and investment advisory representatives (IAR) of registered investment advisors, respectively. “Advisor” in this context is not intended to necessarily refer to IAR-offered financial advisory/planning services. 

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