The D3 Planning Experience: Discover. Design. Deploy.
Discovering your goals and learning how you “feel” about investing MUST be the FIRST conversation!
Your customized financial plan is designed to align your investment personality with the level of goals-based risk needed within the portfolio.
Even the most well designed plan is useless unless it is implemented, monitored and revisited.
We Give Back
We are committed to using the firm’s resources in a responsible manner. Each year, Phoenix Financial Engineering donates 1% of the firm’s revenue to a charitable organization that is selected at the beginning of each year based upon client votes. All the firm’s clients come together and participate in the gift of giving!
We are supporting The Coral Reef Alliance for 2017.
We welcome the opportunity to spend time with you to learn more about your personal situation and needs. There is an old saying that goes, “you don’t know what you don’t know,” so take an hour out of your day and visit with us about how D3 will positively impact your financial future. Our visit is complimentary, so what is holding you back?