401k – Phoenician Financial Planning, LLC

Net Unrealized Appreciation

September 19, 2018 J.K. Roberts, CFP, CRPC Leave a comment

If you have company stock in your 401k plan, you may want to consider a setting up a tax strategy…

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Reporting a Retirement Rollover

March 19, 2017 J.K. Roberts, CFP, CRPC Leave a comment

You’ll have many jobs, but only one retirement. You’ll also have many 401(k) plans, but you only need one retirement…

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Financial Resolutions

January 17, 2017 J.K. Roberts, CFP, CRPC Leave a comment

New year, new you? Another year of new resolutions, but is financial security one of them? Setting tough goals is…

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Kristina Girod

20:14 30 Sep 18

Jay has been working with our family for over two years and has been our sole source for all things financial in our home. He is patient and answers all of our questions thoroughly - from retirement set up to setting my our own LLC. He is quick, efficient and makes every process easier. We will continue to use Jay indefinitely. Thanks for all you do for us, Jay!read more

Charli V

18:48 16 Mar 18

Mr. Roberts is a financial professional who deals with you on your level of knowledge without talking down to you, which I found extremely helpful while he helped my partner and me decide how to invest long-term. We also appreciate Mr. Roberts' emphasis on local business and on common sense financial measures. I recommend Phoenician Financial Planning whenever anyone I know is looking for some help with their investments.read more

Ryan Winkle

23:43 27 Feb 18

Retirement and investing can be lucrative when you have the right help! Thank you Jay for all of your help! I consider myself a decent investor but Jay at Phoenician took me to the next level in my portfolio. Thanks for helping me weather the bad times and cash in on the Good times Jay!read more

Leslie pierfelice

16:38 27 Feb 18

Honest, reliable, ethical, effective and highly recommended. I cannot say enough about the excellent counsel and professional advice I continue to receive from Phoenician Financial Planning. Most recently, I needed a forensic accounting. J. Robert’s level of expertise and accuracy exceeded expectations. He was able to explain in layman’s terms the findings of the report so that I was able to discuss it with my legal representation. Furthermore, he is accessible and proactively contacts me to review my portfolio and assess my risk tolerance. His knowledge and integrity are invaluable. The sense of security I have with Phoenician Financial Planning gives me piece of mind as I transition to retirement.read more

Tali R

14:49 26 Feb 18

Jay is marvelous! We met through friends a couple years ago and I've been reading his financial articles ever since. I've learned so much! I am starting a business and I am not sure I could have done it without Jay. I have a visual impairment that prevents lengthy research and Jay goes out of his way to provide me with solid advice. I've been recommending him to everyone! I never thought I'd find such a man of integrity in the world of Finance!read more

patrick morales

23:39 20 Feb 18

Jay is a noteworthy financial planner who not only helped me keep all the books for a large account but did so while providing solid advice. He is truly a student of finance and will go above and beyond for you as a client! Even if it means he has to learn your new business venture as he goes! He is very available to concerns and questions and always offers avenues of financial advice. I'm not very good with numbers but Jay is! That's why i'm glad to have him in my corner!read more

Garth Garrett

20:18 27 Apr 16

Jay is very personable, and trustworthy. Being a new client I was uneasy about transferring funds, but Jay made it very easy and convenient. I have all confidence he is the best choice when it comes to my financial stability. Thank you Jay for all of your help with my transition.read more

Autumn McClenaghan

15:58 26 Apr 16

Connecting with Jay Roberts and switching to Phoenician Financial Planning LLC was the best thing my husband and I did for our financial future. I was beyond frustrated with the lack of customer service I was receiving at Merrill and felt like just another number. Every time I called I got someone new and had to reexplain my situation, questions, and concerns. I was excited to find Jay Roberts, someone who listened, cared, and understood our financial situation and goals. He has always been available when I needed assistance or had a quick question. I highly recommend Phoenician Financial Planning and Jay Roberts to anyone looking for personable, friendly, and easy to understand financial planning. -Autumnread more

Holly McCleary

08:18 26 Apr 16