Your Partner for Success
Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Phillips Wealth Management, LLC, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies so we can help protect our client’s lifestyle for a lifetime.
Contact us to set up a time to discuss your financial planning needs.
Mark Phillips has achieved a rewarding career in financial services by putting his clients' interests first and providing exceptional personal service.
Andrew "AJ" Phillips is new to the Wealth Management Industry. AJ was studying Accounting and Business Management at Malone University when he answered the call to serve his country by enlisting in the United States Marine Corps.
Whether you are investing to build wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.Learn More
Business owners and professionals face special financial concerns. We offer qualified professional assistance to pursue your objectives.Learn More
You can access your account information anytime, day or night. We encourage you to contact us when you have questions about your portfolio.Learn More
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
The item most homeowners forget on their home improvement project checklist is insurance.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
There are four very good reasons to start investing. Do you know what they are?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Have you explored all your options when it comes to managing your taxable income?
You’ve made investments your whole life. Work with us to help make the most of them.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Smart investors take the time to separate emotion from fact.