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Are you

Ready to Rise?

The loss of a spouse to death or divorce is hard enough without

the burden of financial plans and strategies for a future.

It is the close of a chapter and the beginning of a new one.

There are many questions, but one thing is certain,

you don't have to walk alone.  

Stressed Woman
Stressed Woman

The Problem

When death or divorce strike, many women find themselves in a state of chaos after years of being shielded from the family finances.

What has been done?

What should be done now?

The Vision

You are capable of rising as a strong and independent woman with a clear financial strategy.     

Senior Woman
Portrait of Smiling Woman
Studio Portrait

The Mission

Phoenix is driven by the mission to educate, support, and guide women past the chaos of uncertainty to a place of security in their financial future.

The Plan

1:  Where are you?

2:  Where do you want to be?

3:  How do we get you there? 

​

A simple phone call starts the process.  

We will guide you every step of the way.

Happiness
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+1 (901) 290-4080     6465 Quail Hollow Road, Ste. 301      Memphis, TN 38120

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through
Strategic Advisory Services LLC, a Registered Investment Advisor and separate entity from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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