Georgios Livanos Financial Advisor Meeting with a Client

Investment Management

  • Access to in-house Asset Allocation Models

  • Investment Options that Align with Personal Values

  • Intergenerational wealth management and transfers

Mark Rhoades Financial Advisor Meeting with a Client

Financial Planning

  • Budgeting and Cash Flow Analysis

  • Education Planning

  • Total Insurance Review

Phoenix Wealth Advisors Team Meeting Together

Tax Planning

  • Collaborative consultation with client’s CPA

  • Capital gains planning

  • Charitable gift planning

  • Evaluating benefits of Roth conversions, etc.

Clients of Phoenix Wealth Meeting with the Advisors

Retirement Planning

  • Goal Setting

  • Annual employer 401(K) analysis

  • Long-term care planning

  • Required Minimum Distribution Planning

Phoenix Wealth Advisors Team Meeting

Estate Planning

  • Consultation with client’s attorney

  • Beneficiary Review

Mark Rhoades Meeting with a Client in his Office

Focus on Family

  • Include family members in meeting if desired

  • Work with family member (e.g. children, grandchildren) to offer
    financial education, manage assets if desired