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If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal.
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Plan for financial independence

It is important to feel you have control over your future. At Phoenix Financial Retirement Planning, we offer our experience and knowledge to help you design your own strategy for financial independence.

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By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

Contact Us Today!

JD Dorfman
Office: 602.575.1999
Cell: 602.550.7538
Fax: 602-708-5570
jd@phxfinancial.net

 

17550 N Perimeter Dr.
Scottsdale AZ 85255


Who We Are
JD Dorfman Financial Retirement Agent

We are dedicated to running a business by always servicing clients with the Golden Rule: Treat others the way you would want to be treated.



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Educational Seminars

View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events. When you have financial concerns, we want to help you address them.




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Our Financial Strategies

We are committed to earning your trust, thoroughly understanding your goals and dreams to help you feel confident in your financial strategies.




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*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.