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Avoid the Stress of Market Losses
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Keep up with Inflation
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Protect Against Higher Taxes
Welcome to Phoenix Retirement Concepts
Empowering Financial Freedom for Everyone
Retirement Planning
We collaborate to ensure that your finances align with your goals, crafting an income strategy that safeguards your lifestyle for the long term.
Strategic Tax Planning
We help you manage your money in different types of accounts to lower taxes and create several tax-free income sources for retirement.
Areas of Expertise
Debt-Free Journey
We assist you in paying off your debts faster by using compound interest to your advantage, not the banks'. This helps you build wealth and remain debt-free for life.
Crystal and Chris have been my Medicare representatives for four years. They came to my home and guided me through the initial sign up when I became eligible.
Through their expertise, I feel like I have been able to make the right choices for my medical coverage each year. They have always been responsive to any questions and follow up, which means a great deal to me.
Charlene Porter
Chris Pell has been our financial advisor agent for many years. He has helped us and our entire family get the best insurance plans available. When we had problems, he was always able to help.
He is the most knowledgeable agent we have ever had. Great friendly personality.
Bobby Oakley
I had a lot of questions when I was looking for a plan, and Crystal was on top of it. She advised me to select the best plan so that I would not be paying for something I didn’t need. I appreciated the time taken to explain everything to me. She just great to work with.
Darlene Boyles
Testimonials
What Our Clients Are Saying