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.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A change in your mindset during retirement may drive changes to your portfolio.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Understanding how capital gains are taxed may help you refine your investment strategies.
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.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
$1 million in a diversified portfolio could help finance part of your retirement.
Have you explored all of your choices when it comes to managing your taxable income?
Learn how to harness the power of compound interest for your investments.
A bucket plan can help you be better prepared for a comfortable retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.