Frequently Asked Questions

We are not as sales company.  Our mission at Phoenix Funding Source is to help you identify and explore your funding options so you become comfortable when making a decision.  We know your goal is to be a business owner and in order for you to feel comfortable in making your final decision, you need to feel comfortable with your funding option(s).  We provide a very high level of customer service to ensure that the design, installation and administration of your new 401K plan is done correctly.  For most of our clients, this process is largely unfamiliar.  Because of that, we view our professional responsibility to our clients as one of our highest priorities.