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When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

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

Test Your Life Insurance Knowledge

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

How Long Will Your Money Last?

How Long Will Your Money Last?

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

 

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Raising Healthy Children

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

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

When Heirs are Imperfect

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

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

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How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Historical Inflation

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

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

When Markets React

When markets shift, experienced investors stick to their strategy.

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.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Retiring the 4% Rule

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

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