Jason Roberts
Own Your Financial Future
About Phoenix 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.
Have a project that you need help with? Then I am the person you should call. Let’s work together.
Contact MeClient Testimonials.
I am so glad I worked with Jason to help with my investments. He is creative, innovative and has brilliant ideas. I look forward to working with him some more. He is experienced, professional and has amazing solutions for any problem.
John Doe # 1
Occupation
I am so glad I worked with Jason to help with my investments. He is creative, innovative and has brilliant ideas. I look forward to working with him some more. He is experienced, professional and has amazing solutions for any problem.
John Doe # 2
Occupation
I am so glad I worked with Jason to help with my investments. He is creative, innovative and has brilliant ideas. I look forward to working with him some more. He is experienced, professional and has amazing solutions for any problem.
John Doe # 3
Occupation
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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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