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Plan to Rise Life Stage Planning Paint Your Canvas Creative and Holistic

A Plan Uniquely Yours

At Phoenix Wealth Partners, we are just that: your partner in a financial journey unlike any other. We serve as not just an advisor, but also as your advocate, educator, and friend. Our founder, Myra Slaybaugh, is passionate about serving others and helping those around her live a full and fulfilling life. Through financial planning, we can help you get from where you are today to where you hope to be tomorrow by crafting a plan that is uniquely yours. Contact us today to get started.

Contact Us

Our Services

We have built our firm around educating and empowering our clients and helping them succeed. Nothing brings us greater joy than watching you pursue your goals.

Download Our Free App

We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.

Download our app on the App Store! Download our app on Google Play!

Client Centered

Without any conflicts of interest, we put your needs first.

We deleted the hierarchy, which allows us to reduce fees and keep more money in our clients' plans.

No sales goals means we don't forsake our relationships to chase the next one.

An open architecture, with no proprietary financial products, enables our advisors to find an appropriate fit at competitive prices.

Helpful Content

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

 

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

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