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
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
It sounds simple, but paying yourself first can really pay off.
The item most homeowners forget on their home improvement project checklist is insurance.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
It's important to understand how inflation is reported and how it can affect investments.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Learn how to harness the power of compound interest for your investments.
It’s never a bad time to speak with your financial advisor about changes in your situation.
When do you need a will? The answer is easy: Right Now.
It's easy to let investments accumulate like old receipts in a junk drawer.
What are your options for investing in emerging markets?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.