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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.

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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.

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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.

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Client Centered

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

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Intellectual Property and Your Estate

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Bi-Weekly Payments

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

 

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Saving for Retirement

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

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

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