SERVICES
Investment Management
- Developing an investment strategy based on risk tolerance, time horizon, and financial goals.
- Diversifying investments across asset classes. As an independent advisor, I have nearly all asset classes available to me, including alternative investments. There is no “one-size-fits-all” approach when selecting investments.
CDFA® or Certified Divorce Financial Analyst® Professional
- Identifying marital assets and liabilities, as well as those considered separate
- Determining how each can be divided in a cost-effective and tax-efficient manner
- Assessing the need for and ability to provide income support
- Assisting the client and attorney in understanding the financial implications of a legal strategy
Retirement Planning
- Estimating retirement income needs, setting up retirement accounts, and forecasting the probability of success of reaching your retirement goals when considering multiple scenarios.
- Creating a plan for accumulating wealth and distributing it during retirement.
Goal Setting
- Short-term Goals: Immediate needs such as saving for a vacation or purchasing a new car.
- Long-term Goals: Major objectives include retirement planning, house buying, or funding a child’s education.
Debt Management
- Strategies for paying off debt include prioritizing high-interest debt or consolidating loans.
- Avoiding unnecessary debt and managing credit effectively.
Emergency Fund
- Establishing a safety net for unexpected expenses.
Insurance Planning
- Assessing risks and ensuring adequate coverage, including health, life, disability, and property insurance.
Tax Planning
- Minimizing tax liabilities through efficient use of deductions, credits, and tax-advantaged accounts.
- Planning for potential changes in tax laws and their impact on overall financial strategy.
Estate Planning
- Planning for the transfer of assets upon death, including wills, trusts, and beneficiary designations.
- Considering strategies for minimizing estate taxes and ensuring that wishes are carried out.
Education Planning
- Saving for education expenses, whether for children or personal development.
- Exploring options like 529 plans or other education savings accounts.
Philanthropic Planning
- If interested, setting up charitable contributions and considering the tax benefits.
- Planning for ongoing charitable giving or establishing charitable trusts.
Ongoing Financial Reviews
- Regularly reviewing and updating the financial plan to reflect changes in life circumstances, goals, or market conditions.
Budgeting and Cash Flow Management
- Tracking income and expenses to understand spending habits and make necessary adjustments.
- Ensuring that there is a balance between income, spending, and saving.
... And More!
- Contact Phoenix Rising today for a free consultation, customized to your financial situation.
Planning with a Personal Touch
When you contact Phoenix Rising Wealth Management, you get me, Katrina Robertson. You don’t dial a 1-800 number and navigate phone prompts while ending up with a customer service representative with whom you must start from square one with your question or need. I build strong relationships with my clients and learn their unique preferences, needs, and expectations. I cater to each client’s specific desires rather than offering a one-size-fits-all solution. I will do this through ongoing communication, data collection, tailored recommendations, and seeking client feedback.
Why Choose Phoenix Rising Wealth Management Services?
Streamlined and hassle-free, our process is as simple as 1-2-3.
A discovery meeting
My clients span the country, and fortunately, technology today allows me to meet with them, gather data, and implement a plan without geographic barriers. Thus, this initial meeting can be conducted over the phone, via video call, or in person–all to gather information; understand your needs, goals, and concerns; and establish a foundation for a potential working relationship. It is an exploratory session for you to assess how I can help you reach your goals.
Transition and implementation
Navigating the financial world can understandably be intimidating or frustrating for many people. But there’s no need to fear paperwork overwhelm or information fatigue…at Phoenix Rising, we strive for a stress-free, hassle-free transition process! Your advisor will walk you through each step of the process, providing prompt responses to questions, valuable expertise, and a relational approach that always puts you first.
Review and adapt
The work doesn’t stop once your plan is implemented; your advisor will be continually reviewing your portfolio to ensure its effectiveness. On at least an annual basis, your advisor will consult with you to update your information, assess performance, and adjust as necessary to meet your goals. One thing is certain, and that is change! When life and circumstances throw you a curve ball, your advisor will be there with you to navigate it financially.
Start Your Journey Today!
Address
340 Ouachita Ave., Suite 2-E
Hot Springs, AR 71901
Phone
Disclaimer
Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC. View Form CRS. To check firm or individual backgrounds please go to Finra's Brokercheck.
Phoenix Rising is a DBA of Black Knight Wealth Management. (C) 2024 Black Knight Wealth Management
