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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

Women and Wealth: A Pivot Towards Retirement

Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.

Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

 

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.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

How Income Taxes Work

A quick look at how federal income taxes work.

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Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

My Retirement Savings

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

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

How Much Home Can I Afford?

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

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

Rightsizing for Retirement

What does your home really cost?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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