Partner with Phoenix Financial & Business Solutions and experience guidance built on trust, strategy, and service.
About Us
At Phoenix Financial & Business Solutions, we provide comprehensive tax, bookkeeping, insurance, financial, and business advisory services designed to help individuals and business owners gain clarity, reduce risk, and plan for long-term success.
Founded by Nikki Phoenix, our firm is built on discipline, integrity, and service. A Florida native raised in a military family, Nikki brings the same commitment and precision to financial strategy that defined her 12 years of service in the United States Army. That foundation shapes how we operate—proactive, structured, and client-focused.
With over 8 years of experience in residential and commercial insurance, originating from Brightway Insurance in Jacksonville, Florida, Nikki understands risk from the ground up. That expertise naturally expanded into a full-service approach—combining risk and insurance planning, tax strategy and compliance, strategic bookkeeping, wealth and financial coaching, and business consulting under one trusted firm.
We don’t believe in one-size-fits-all solutions. Whether we’re:
- Minimizing tax liability
- Creating clean, accurate financial records
- Protecting personal and business assets
- Guiding long-term wealth strategies
- Strengthening business operations and financial decision-making
Our goal is always the same: to help clients move forward with confidence, clarity, and control.
Beyond the office, Nikki is a dedicated spouse, parent of four (including twins), and active community volunteer—supporting breast cancer awareness initiatives and local outreach programs. Her passion for service extends far beyond business, reinforcing our belief that financial guidance should be both ethical and empowering.
At Phoenix Financial & Business Solutions, we don’t just manage numbers—we help protect what you’ve built, plan what’s next, and support every step of your financial journey.