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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

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Reviewing Your Life Insurance Needs

Reviewing Your Life Insurance Needs

Learn how the review process works and how it may help you better understand your Life Insurance.

Retirement Is a Beginning

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

 

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

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Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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