Values-Based MindsetPhilip’s #1 focus when working with clients is building trust. The trust his clients put in him and his abilities to advise and guide them is of utmost importance. Philip believes in taking the team approach where he is a player-coach on the client’s team. He is there to not only act as coach to help guide the client to financial success but also a player who is there to support their journey.
Approach to PlanningPhilip takes a holistic approach to financial planning. He works to understand his client’s objectives and helps them navigate the most effective options that are available to achieve those goals.
Extensive Industry KnowledgeGiven his experience, Philip has the ability to unlock opportunities for his clients by (1) knowing, broadly, what is available across the industry and (2) simplifying even the most complex tools so his clients fully understand their options.
Philip strives to understand his client’s life goals and needs before tailoring a customized strategy. This simple four-step process helps to propel his clients along the path toward achieving their goals.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon, and goals, I will work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and reap those rewards.
I invite you to check out all the material on our website. If something prompts a question, please send me an email or call the office.