Wealth Management

The Guardian of
Your Legacy

Jade Phoenix Financial constructs financially secure households to establish generational wealth systems that stand the test of time.

Secure Your Future

"Insurance for your income is the one thing you want to HAVE but also to never NEED."

Who We Are

We Do What's Right For You

You work hard for your money, and it is our job to make sure your family, your lifestyle, and your money are protected at all costs. We partner with many companies to make sure your family is as safe as possible under the most circumstances.

Our Expertise

Comprehensive financial solutions tailored to your life stage and goals.

Wealth Management

Wealth Management

We offer Assets Under Management across many possibilities to account for our clients’ various levels of risk adversity, initial investment, and time sensitivity.

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Retirement Planning

Retirement Planning

We help small businesses and individuals construct retirement accounts to meet their needs, offering agent representation and liaison services.

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Financial Education

Financial Education

From the Rekindras Program for youth to Million Dollar Game Plans, we provide comprehensive financial literacy and education for all ages.

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Comprehensive

Financial Security

Generational

Wealth Systems

Expert

Financial Education

Ready to Secure Your Legacy?

Discover the pain points in your life and how we can assist you to stabilize and strengthen your financial position.

Financial Health Check

Let's Build Your Plan

What is your primary financial goal?

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