PLANNING TO HELP YOU MEET THE CHALLENGE.
The best retirement planners create lasting relationships. Phillip stands by you as your financial steward during the length of your retirement, helping you to review and adjust your financial plan or financial strategy as needed. He will also advise you on ways to manage market risk, and reveal ways to help defer and reduce income taxes, capital gains and estate taxes.
HELPFUL RESOURCES FOR AN EASIER RETIREMENT.
Quite often, there are business and legal matters that need to be addressed with retirement. It is a matter of finding the right resources. Phillip can help you locate them. He has relationships with legal and accounting specialists relevant to the issues you may be facing.
In fact, many pre-retirees and new retirees come to Phillip as result of a referral as we believe CPAs, attorneys and other professionals know he will advise their clients courteously and compassionately. He lives by the Golden Rule and centers his life and business in the Word. This is why our clients become a friend.