We provide you a comprehensive framework for achieving your life goals in a systematic and planned way.
We work with leading insurance companies to develop practical solutions to your most pressing strategic challenges.
Understand how to match your financial goals and objectives with your financial resources.
We help you turn your critical and complex real estate issues into opportunities for growth.
We want to be your partners in the journey of life.
We strive to provide you complete guidance and handholding by understanding your exact requirements and providing personalized financial solutions so you can achieve your goals hassle free.
Our Vision is simple yet big. We're committed to helping educate 1 MILLION families to become financially independent by the end of 2020. We're unlocking the secrets of How Money Works so that people can finally "Conquer Their Financial Future."
Everyday we ensure that we deliver on the values of:
We curated and partnered with some of the leading brands to give you the security and service you deserve.
Improving cash flow is an essential part of financial planning. We start by identifying expenses that can be reduced, eliminated or optimized. Then we identify opportunities to increase revenue.
If you have a mortgage, auto loans, credit card balances, student loans, or other financial obligations, we put you on a plan to be debt-free within the next 8-10 years, including your mortgage.
To properly plan and be prepared for emergencies, 3-6 months of net income should be in reserve and assessable in a bank. Unfortunately, the only savings that the majority of people have is in their 401(k) or IRA, which is subject to restrictions and penalties for early withdrawal.
The majority of Americans do not have enough life insurance nor do they have the right type of life insurance for their family's needs. Furthermore, as the cost of healthcare rises and we are living longer, most people are not prepared for the costs that are associated with chronic, critical or terminal illness.
Long-term savings must outpace inflation and minimize taxation in order to achieve financial success. We educate clients on the many options available.
A successful financial plan includes a strategy to reduce or eliminate estate taxes upon the transferrance of wealth from one generation to another. We use the tools and strategies of the wealthy to help Middle America keep its hard-earned money in the family.
Here's what our clients have to say about us
"They are truely amazing, I found them on Google and thought give it a short for my life insurance policy i was looking to buy. I am a type of a person i like to know the details of the prodcuts before making any decision, Glad i chose to call Phoenix Finance LLC."
Bhavesh Shah
"Imran Barmare is not another life insurance agent who would try to sell you, He is running his financial services company very professionally. He not only helped me with my life insurance needs, but was able to guide me on lot of other aspects of my finances. Highly recommend him and his company."
Rajab Kotadia
Phoenix Finance LLD has changed my life for good. Their expert guidance is what I had been looking for and I can't appreciate the team's effort in getting myself back on the track to financial independence.
Muhammad Imran Sharif
Collection of our thought provoking ideas on handling your finance better.
"Statistics don’t lie" Our Humble request, don’t take yours and your family’s financial well-being lightly. Feel free to reach out to us for a No Obligation Free Consultation. Call Imran Barmare. +1 (678) 851-3077. #retirement #longtermcare #lifeinsurance #401k #financialwellbeing #financialwellness #family #estateplanning.
Did anyone predict or saw this coming ?? No one will care for Your Money more than You.. Please don’t decisions based on Predictions and Speculations, Make decisions based on information... We're here to help anyone with No Obligation. #Protectyourmoney #Retirement #401K #InformedDecisions.
Without a written WILL, Who will care for your children? What age your children can access their trusts? Who inherits all your assets and liabilities? What happens to your Businesses? Who will make your medical decisions? Call Phoenix Finance LLC on +1 (678) 851-3077 for a Complimentary session on your next steps.