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Start Your Journey

— Schedule a Free Consultation —

Take the first step with a 30 minute consultation with one of our experienced advisors to identify goals, challenges, and timeframes unique to your financial situation.

Schedule an Appointment

Guidance tailored to the individual

Our approach to planning is based on the idea that advice and service should be as unique as each individual. As a holistic financial planning firm, Phyxius is your all-encompassing and comprehensive partner in your endeavors. That means standing at your side to help protect what you’ve worked so hard to build and feeding your aspirations of a better tomorrow. We customize every financial plan to fit the client’s specific situation, considering their income, investment goals, personal aspirations, and other factors.

Earnings, Spending & Saving

We assist you in pinpointing your goals and increasing your potential of reaching them through a blend of:

Tax Efficiency
Asset Allocation
Managing Risks

Our Financial Planning Process

Phyxius Financial formulates personalized financial plans characterized by thoughtful, thorough, and comprehensive solutions. Initiating every partnership with a complete assessment of your goals and priorities allows us to furnish a roadmap to help guide you with confidence for the long term.

1. Gather Data & Establish Objectives
Discuss & establish personal goals
Analyze and evaluate current situation
Assess time horizon(s) and attitude toward investment risk
2. Review Personal Plan
Create and review personal plan with allocation recommendations
Discuss portfolio strategy and application
3. Implementation
Determine timeline for meeting financial planning goals and executing investment strategy
Consolidate assets and phase in investing plan in a tax efficient manner
Coordinate with attorneys, accountants, and other professionals as necessary
4. Review & Monitor
Determine an appropriate review schedule
Recommend adjustments to the plan and investment portfolio
Support plan with periodic risk review and rebalancing
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Schedule a free consultation at your preferred time!

We offer a complimentary call to learn more about your goals and answer any questions you have about our services.

Information

Phyxius Financial Group, LLC
350 S Northwest Highway, Suite 300
Park Ridge, IL 60068

info@phyxiusfinancial.com
(312) 989-7009