ABOUT US

Phalanx Financial Solutions Group LLC is firmly planted on the side of our clients. We are committed to helping clients create wealth while in their working years while creating a pool of tax-free money in retirement. As an independent firm, we are not guided by any outside interests. Our foundation is to serve each client with the highest levels of integrity and expertise possible. Our primary goal is to serve each client with the highest levels of integrity and expertise possible. We believe in challenging the status quo. We believe in thinking differently by teaching our clients the difference between math and wealth.

What makes us different from other Insurance Advisors is that we focus on Education, Protection and Wealth Transfers. We are not guided by outside interest but are firmly planted on the side of our clients.

Extraordinary Service for Extraordinary People  

WE TEACH OUR CLIENTS HOW TO ENJOY A RETIREMENT INCOME WITHOUT HAVING TO FILE  ANOTHER TAX RETURN. 

EVERYTHING WE DO WE BELIEVE IN CHALLENGING THE STATUS QUO THE WAY WE CHALLENGE THE STATUS QUO? THE WAY WE TEACH OUR CLIENTS THE DIFFERENCE BETWEEN MATH AND WEALTH.

WE BELIEVE IN THINKING DIFFERENT.

Our vision is to help professionals and non-professionals accumulate wealth, hedge against the risk of loss and building on-going legacies for themselves and their families.

“Everything we do is to prove people can have financial freedom and influence their family’s wealth for generations.” 

 Life Insurance Brokerage

 Financial Literacy Academy 

 Business Valuation and Consulting

 Empathetic Listening (We Hear You) 

 Open and Honest Communication 

 Client Interests Always Come First 

 Simplistic & Transparent Recommendations 

 Superior Customer Service