Your Financial Future, Built With Clarity
ABOUT US
Most families aren't struggling because they're bad with money. They're struggling because nobody ever sat down and explained the rules.
That's the idea behind Phoenix Solutions and Services. We help families get clear on where their money is going, what it's actually doing for them, and what to do next, without jargon and without pressure.
WHAT WE FOCUS ON
College Planning
Paying for school doesn't have to mean guessing and hoping it works out. We help families understand their options early, so there's a real plan in place instead of scrambling when the bills show up.
Asset Accumulation and Preservation
Building savings is one thing, keeping it protected while it grows is another. We help you think through both sides, so your money is working for you without unnecessary risk.
Retirement Planning
Retirement, saving, and building toward long-term goals. We help you think through the plan itself: what you're working toward and what it actually takes to get there.
Income Protection
Most people have never sat down and worked out what protecting their family's income actually requires. We help you think it through and land on a real answer, not a guess.
Increasing Cash Flow and Managing Debt
Debt and cash flow problems rarely get solved by ignoring them. We help you see where your money is actually going and build a realistic plan to free some of it up.
Estate Planning
Nobody likes thinking about this, but having nothing in place is its own kind of decision. We help you understand what documents and plans actually matter, so your family isn't left guessing later.
Optimizing Social Security
When and how you claim makes a real difference, and most people never get a straight explanation of why. We walk through your options so the decision is actually yours, made with the full picture.
Legacy Planning
What you build should still mean something after you're gone. We help you think through how to pass on more than just money, so the next generation has a real foundation to build from.
Why Families Work With Us
We explain before we recommend anything.
We don't push products. We help you understand your options.
We stick around after the first conversation. Financial planning isn't a one-time meeting.
We start with your goals, not a product.
Every recommendation comes with a plain-language reason behind it.
You won't feel rushed to decide on the spot.
OUR TEAM
Aurelia Grinstead
Neil Bagamasbad
Love Del Rosario
Mary Louise Crabtree
JP del Rosario
Noemi Mangum
Samuel Jimenez
Rachel Aviado
Peter Pham
FAQS
What happens when I schedule an appointment?
We'll talk through where you are financially right now and what you're hoping to figure out. No paperwork, no pressure, just a conversation to see if we're a good fit to work together.
Do I need to already have money saved to talk to you?
No. Some of the people we work with are just starting out, others have been saving for years and want a second opinion. Wherever you're starting from is fine.
Is there a cost for the first conversation?
No. The first conversation is free. It's a chance for us to understand what you need and for you to see if our approach makes sense for you.
What if I'm not sure what kind of help I need?
That's normal, and it's actually a good place to start. We'll help you get clear on what matters most to you before we talk about any specific plan.
Email: [email protected]
Phone: (720) 979-3049
Address Office: 2821 S Parker Rd. Ste 2-1107, Aurora CO 80014